Skip to content
Disclosery

Keystone Financial Group: SPMB position timeline

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

Keystone Financial Group held 144,536 SPMB 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 144,536 shares
    Change vs previous 13F -27,171 shares

    0.19% of the 13F portfolio, value $3,224,614.

    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 171,707 shares
    Change vs previous 13F +11,322 shares

    0.26% of the 13F portfolio, value $3,844,518.

    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 160,385 shares
    Change vs previous 13F +6,325 shares

    0.27% of the 13F portfolio, value $3,595,024.

    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 154,060 shares
    Change vs previous 13F +11,894 shares

    0.26% of the 13F portfolio, value $3,457,107.

    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 142,166 shares
    Change vs previous 13F +11,519 shares

    0.28% of the 13F portfolio, value $3,141,898.

    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 130,647 shares
    Change vs previous 13F +2,545 shares

    0.29% of the 13F portfolio, value $2,880,788.

    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 128,102 shares
    Change vs previous 13F +10,731 shares

    0.27% of the 13F portfolio, value $2,760,603.

    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 117,371 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,644,379.

    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).