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Disclosery

Keystone Financial Group: SPYG position timeline

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

Keystone Financial Group held 442,924 SPYG 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 442,924 shares
    Change vs previous 13F +60,285 shares

    3.13% of the 13F portfolio, value $52,703,514.

    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 382,639 shares
    Change vs previous 13F +32,923 shares

    2.56% of the 13F portfolio, value $37,464,203.

    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 349,716 shares
    Change vs previous 13F +4,525 shares

    2.76% of the 13F portfolio, value $37,314,747.

    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 345,191 shares
    Change vs previous 13F +6,724 shares

    2.76% of the 13F portfolio, value $36,075,953.

    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 338,467 shares
    Change vs previous 13F -39,926 shares

    2.91% of the 13F portfolio, value $32,262,675.

    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 378,393 shares
    Change vs previous 13F -6,437 shares

    3.09% of the 13F portfolio, value $30,411,436.

    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 384,830 shares
    Change vs previous 13F +11,516 shares

    3.33% of the 13F portfolio, value $33,826,578.

    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 373,314 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $30,962,681.

    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).