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Disclosery

Keystone Financial Group: TCAF position timeline

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

Keystone Financial Group held 254,143 TCAF 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 254,143 shares
    Change vs previous 13F -315 shares

    0.62% of the 13F portfolio, value $10,445,300.

    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 254,458 shares
    Change vs previous 13F +1,871 shares

    0.62% of the 13F portfolio, value $9,056,182.

    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 252,587 shares
    Change vs previous 13F +6,034 shares

    0.71% of the 13F portfolio, value $9,653,871.

    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 246,553 shares
    Change vs previous 13F +6,191 shares

    0.71% of the 13F portfolio, value $9,295,060.

    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 240,362 shares
    Change vs previous 13F +16,200 shares

    0.77% of the 13F portfolio, value $8,479,978.

    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 224,162 shares
    Change vs previous 13F +29,383 shares

    0.74% of the 13F portfolio, value $7,235,954.

    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 194,779 shares
    Change vs previous 13F +12,712 shares

    0.64% of the 13F portfolio, value $6,480,315.

    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 182,067 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,053,751.

    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).