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Disclosery

Keystone Financial Group: TOTL position timeline

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

Keystone Financial Group held 141,445 TOTL 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 141,445 shares
    Change vs previous 13F -3,310 shares

    0.33% of the 13F portfolio, value $5,582,842.

    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 144,755 shares
    Change vs previous 13F -10,607 shares

    0.39% of the 13F portfolio, value $5,752,564.

    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 155,362 shares
    Change vs previous 13F +148,624 shares

    0.46% of the 13F portfolio, value $6,253,316.

    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 6,738 shares
    Change vs previous 13F -180,345 shares

    0.02% of the 13F portfolio, value $273,369.

    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 187,083 shares
    Change vs previous 13F -4,637 shares

    0.68% of the 13F portfolio, value $7,492,164.

    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 191,720 shares
    Change vs previous 13F -680 shares

    0.77% of the 13F portfolio, value $7,602,033.

    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 192,400 shares
    Change vs previous 13F +176,894 shares

    0.75% of the 13F portfolio, value $7,584,139.

    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 15,506 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $641,968.

    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).