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Disclosery

Keystone Financial Group: SPY position timeline

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

Keystone Financial Group held 107,838 SPY 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 107,838 shares
    Change vs previous 13F -8,110 shares

    4.78% of the 13F portfolio, value $80,530,354.

    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 115,948 shares
    Change vs previous 13F -1,695 shares

    5.38% of the 13F portfolio, value $78,624,860.

    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 117,643 shares
    Change vs previous 13F -46,042 shares

    5.93% of the 13F portfolio, value $80,222,947.

    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 163,685 shares
    Change vs previous 13F +43,541 shares

    8.38% of the 13F portfolio, value $109,638,519.

    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 120,144 shares
    Change vs previous 13F -5,457 shares

    6.7% of the 13F portfolio, value $74,284,008.

    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 125,601 shares
    Change vs previous 13F +617 shares

    7.15% of the 13F portfolio, value $70,319,535.

    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 124,984 shares
    Change vs previous 13F -2,863 shares

    7.2% of the 13F portfolio, value $73,250,331.

    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 127,847 shares
    Change vs previous 13F not available

    9.39% of the 13F portfolio, value $73,353,223.

    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).