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Disclosery

Keystone Financial Group: TLT position timeline

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

Keystone Financial Group held 5,864 TLT 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 5,864 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $506,764.

    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 5,886 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $510,171.

    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 5,902 shares
    Change vs previous 13F -1,046 shares

    0.04% of the 13F portfolio, value $514,451.

    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 6,948 shares
    Change vs previous 13F -599 shares

    0.05% of the 13F portfolio, value $620,950.

    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 7,547 shares
    Change vs previous 13F +625 shares

    0.06% of the 13F portfolio, value $666,019.

    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 6,922 shares
    Change vs previous 13F +828 shares

    0.06% of the 13F portfolio, value $629,787.

    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 6,094 shares
    Change vs previous 13F +2,303 shares

    0.05% of the 13F portfolio, value $532,205.

    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 3,791 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $371,926.

    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).