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Disclosery

Keystone Financial Group: SPTL position timeline

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

Keystone Financial Group held 533,951 SPTL 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 533,951 shares
    Change vs previous 13F +202,388 shares

    0.83% of the 13F portfolio, value $14,005,531.

    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 331,563 shares
    Change vs previous 13F +100,291 shares

    0.6% of the 13F portfolio, value $8,720,165.

    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 231,272 shares
    Change vs previous 13F -46,718 shares

    0.45% of the 13F portfolio, value $6,121,755.

    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 277,990 shares
    Change vs previous 13F +25,514 shares

    0.57% of the 13F portfolio, value $7,491,852.

    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 252,476 shares
    Change vs previous 13F +69,159 shares

    0.61% of the 13F portfolio, value $6,710,820.

    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 183,317 shares
    Change vs previous 13F +39,332 shares

    0.51% of the 13F portfolio, value $4,997,219.

    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 143,985 shares
    Change vs previous 13F +13,790 shares

    0.37% of the 13F portfolio, value $3,770,978.

    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 130,195 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,784,779.

    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).