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Disclosery

Keystone Financial Group: SPSM position timeline

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

Keystone Financial Group held 14,433 SPSM 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 14,433 shares
    Change vs previous 13F +233 shares

    0.05% of the 13F portfolio, value $832,354.

    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 14,200 shares
    Change vs previous 13F +230 shares

    0.05% of the 13F portfolio, value $689,508.

    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 13,970 shares
    Change vs previous 13F +1,599 shares

    0.05% of the 13F portfolio, value $654,626.

    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 12,371 shares
    Change vs previous 13F +5,141 shares

    0.04% of the 13F portfolio, value $573,037.

    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 7,230 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $307,981.

    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 6,903 shares
    Change vs previous 13F +998 shares

    0.03% of the 13F portfolio, value $282,017.

    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 5,905 shares
    Change vs previous 13F +666 shares

    0.03% of the 13F portfolio, value $265,234.

    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 5,239 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $238,423.

    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).