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Disclosery

Keystone Financial Group: SPYM position timeline

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

Keystone Financial Group held 798,870 SPYM 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 798,870 shares
    Change vs previous 13F +84,738 shares

    4.16% of the 13F portfolio, value $70,204,683.

    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 714,132 shares
    Change vs previous 13F +190,232 shares

    3.74% of the 13F portfolio, value $54,659,687.

    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 523,900 shares
    Change vs previous 13F +7,243 shares

    3.11% of the 13F portfolio, value $42,027,263.

    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 516,657 shares
    Change vs previous 13F +9,702 shares

    3.09% of the 13F portfolio, value $40,474,896.

    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 506,955 shares
    Change vs previous 13F -87,235 shares

    3.32% of the 13F portfolio, value $36,850,548.

    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 594,190 shares
    Change vs previous 13F -27,478 shares

    3.97% of the 13F portfolio, value $39,073,908.

    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 621,668 shares
    Change vs previous 13F +9,301 shares

    4.22% of the 13F portfolio, value $42,857,768.

    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 612,367 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $41,340,910.

    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).