Skip to content
Disclosery

Keystone Financial Group: SPDW position timeline

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

Keystone Financial Group held 29,450 SPDW 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 29,450 shares
    Change vs previous 13F +593 shares

    0.09% of the 13F portfolio, value $1,484,000.

    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 28,857 shares
    Change vs previous 13F +1,583 shares

    0.09% of the 13F portfolio, value $1,317,314.

    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 27,274 shares
    Change vs previous 13F +663 shares

    0.09% of the 13F portfolio, value $1,211,226.

    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 26,611 shares
    Change vs previous 13F +1,422 shares

    0.09% of the 13F portfolio, value $1,138,670.

    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 25,189 shares
    Change vs previous 13F +1,056 shares

    0.09% of the 13F portfolio, value $1,019,891.

    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 24,133 shares
    Change vs previous 13F -76 shares

    0.09% of the 13F portfolio, value $878,698.

    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 24,209 shares
    Change vs previous 13F +590 shares

    0.08% of the 13F portfolio, value $826,269.

    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 23,619 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $887,110.

    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).