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Disclosery

Keystone Financial Group: SLYV position timeline

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

Keystone Financial Group held 10,085 SLYV 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 10,085 shares
    Change vs previous 13F -180 shares

    0.07% of the 13F portfolio, value $1,100,431.

    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 10,265 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $970,836.

    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 10,212 shares
    Change vs previous 13F -331 shares

    0.07% of the 13F portfolio, value $929,012.

    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 10,543 shares
    Change vs previous 13F +670 shares

    0.07% of the 13F portfolio, value $934,616.

    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 9,873 shares
    Change vs previous 13F +249 shares

    0.07% of the 13F portfolio, value $787,437.

    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 9,624 shares
    Change vs previous 13F -545 shares

    0.08% of the 13F portfolio, value $754,526.

    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 10,169 shares
    Change vs previous 13F +625 shares

    0.08% of the 13F portfolio, value $859,149.

    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 9,544 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $828,596.

    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).