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Disclosery

Keystone Financial Group: SHLD position timeline

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

Keystone Financial Group held 139,364 SHLD 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 139,364 shares
    Change vs previous 13F +33,938 shares

    0.49% of the 13F portfolio, value $8,321,446.

    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 105,426 shares
    Change vs previous 13F +25,143 shares

    0.51% of the 13F portfolio, value $7,468,156.

    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 80,283 shares
    Change vs previous 13F +6,174 shares

    0.38% of the 13F portfolio, value $5,201,568.

    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 74,109 shares
    Change vs previous 13F +68,824 shares

    0.4% of the 13F portfolio, value $5,205,413.

    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 5,285 shares
    Change vs previous 13F +706 shares

    0.03% of the 13F portfolio, value $318,446.

    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 4,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,167.

    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).