Skip to content
Disclosery

Keystone Financial Group: SPTM position timeline

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

Keystone Financial Group held 14,986 SPTM 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 14,986 shares
    Change vs previous 13F +4,795 shares

    0.08% of the 13F portfolio, value $1,360,621.

    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 10,191 shares
    Change vs previous 13F +4,454 shares

    0.06% of the 13F portfolio, value $805,741.

    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 5,737 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $473,283.

    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 5,734 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $462,419.

    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 5,780 shares
    Change vs previous 13F -147 shares

    0.04% of the 13F portfolio, value $432,895.

    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 5,927 shares
    Change vs previous 13F -276 shares

    0.04% of the 13F portfolio, value $403,090.

    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 6,203 shares
    Change vs previous 13F -215 shares

    0.04% of the 13F portfolio, value $443,111.

    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 6,418 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $449,663.

    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).