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Disclosery

Keystone Financial Group: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Group on SCHG, newest first. How the timeline and the estimate are built.

Keystone Financial Group held 49,167 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,167 shares
    Change vs previous 13F -1,304 shares

    0.1% of the 13F portfolio, value $1,663,806.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,471 shares
    Change vs previous 13F +564 shares

    0.1% of the 13F portfolio, value $1,470,214.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,907 shares
    Change vs previous 13F -3,293 shares

    0.12% of the 13F portfolio, value $1,627,951.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 53,200 shares
    Change vs previous 13F -1,187 shares

    0.13% of the 13F portfolio, value $1,697,627.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,387 shares
    Change vs previous 13F -8,198 shares

    0.14% of the 13F portfolio, value $1,588,651.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,585 shares
    Change vs previous 13F -2,992 shares

    0.16% of the 13F portfolio, value $1,567,122.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,577 shares
    Change vs previous 13F +47,506 shares

    0.18% of the 13F portfolio, value $1,827,633.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 18,071 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,882,636.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).