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Disclosery

Keystone Financial Group: SOXX position timeline

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

Keystone Financial Group held 7,056 SOXX 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 7,056 shares
    Change vs previous 13F +309 shares

    0.27% of the 13F portfolio, value $4,521,378.

    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 6,747 shares
    Change vs previous 13F +1,310 shares

    0.15% of the 13F portfolio, value $2,217,447.

    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 5,437 shares
    Change vs previous 13F +653 shares

    0.12% of the 13F portfolio, value $1,637,465.

    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 4,784 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $1,297,070.

    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 4,749 shares
    Change vs previous 13F -866 shares

    0.1% of the 13F portfolio, value $1,133,539.

    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 5,615 shares
    Change vs previous 13F +518 shares

    0.11% of the 13F portfolio, value $1,056,546.

    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 5,097 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,098,400.

    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 5,096 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,175,018.

    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).