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Disclosery

Keystone Financial Group: UITB position timeline

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

Keystone Financial Group held 12,066 UITB 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 12,066 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $565,149.

    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 12,090 shares
    Change vs previous 13F +650 shares

    0.04% of the 13F portfolio, value $568,418.

    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 11,440 shares
    Change vs previous 13F +1,515 shares

    0.04% of the 13F portfolio, value $541,755.

    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 9,925 shares
    Change vs previous 13F +291 shares

    0.04% of the 13F portfolio, value $471,631.

    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 9,634 shares
    Change vs previous 13F +154 shares

    0.04% of the 13F portfolio, value $453,480.

    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 9,480 shares
    Change vs previous 13F +213 shares

    0.05% of the 13F portfolio, value $444,988.

    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 9,267 shares
    Change vs previous 13F +995 shares

    0.04% of the 13F portfolio, value $425,904.

    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 8,272 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $396,464.

    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).