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Disclosery

Keystone Financial Group: T position timeline

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

Keystone Financial Group held 259,648 T 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 259,648 shares
    Change vs previous 13F +10,978 shares

    0.32% of the 13F portfolio, value $5,374,725.

    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 248,670 shares
    Change vs previous 13F +8,793 shares

    0.45% of the 13F portfolio, value $6,625,357.

    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 239,877 shares
    Change vs previous 13F -11,498 shares

    0.44% of the 13F portfolio, value $5,958,560.

    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 251,375 shares
    Change vs previous 13F +24,963 shares

    0.51% of the 13F portfolio, value $6,642,655.

    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 226,412 shares
    Change vs previous 13F +7,579 shares

    0.58% of the 13F portfolio, value $6,420,732.

    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 218,833 shares
    Change vs previous 13F +1,853 shares

    0.61% of the 13F portfolio, value $5,953,375.

    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 216,980 shares
    Change vs previous 13F +143,744 shares

    0.52% of the 13F portfolio, value $5,321,779.

    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 73,236 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,611,186.

    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).