Skip to content
Disclosery

Keystone Financial Group: SPYV position timeline

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

Keystone Financial Group held 53,858 SPYV 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 53,858 shares
    Change vs previous 13F -10 shares

    0.19% of the 13F portfolio, value $3,274,013.

    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 53,868 shares
    Change vs previous 13F -592 shares

    0.21% of the 13F portfolio, value $3,047,871.

    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 54,460 shares
    Change vs previous 13F -3,509 shares

    0.23% of the 13F portfolio, value $3,093,865.

    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 57,969 shares
    Change vs previous 13F +3,314 shares

    0.25% of the 13F portfolio, value $3,207,402.

    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 54,655 shares
    Change vs previous 13F -2,237 shares

    0.26% of the 13F portfolio, value $2,860,673.

    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 56,892 shares
    Change vs previous 13F -8,251 shares

    0.3% of the 13F portfolio, value $2,905,471.

    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 65,143 shares
    Change vs previous 13F -285,535 shares

    0.33% of the 13F portfolio, value $3,331,416.

    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 350,678 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $18,536,834.

    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).