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Disclosery

Keystone Financial Group: SPBO position timeline

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

Keystone Financial Group held 15,772 SPBO 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 15,772 shares
    Change vs previous 13F +2,464 shares

    0.03% of the 13F portfolio, value $458,020.

    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 13,308 shares
    Change vs previous 13F +1,807 shares

    0.03% of the 13F portfolio, value $386,331.

    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 11,501 shares
    Change vs previous 13F +1,663 shares

    0.02% of the 13F portfolio, value $337,440.

    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 9,838 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,498.

    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).