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Disclosery

Keystone Financial Group: USMV position timeline

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

Keystone Financial Group held 41,029 USMV 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 41,029 shares
    Change vs previous 13F +890 shares

    0.23% of the 13F portfolio, value $3,957,674.

    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 40,139 shares
    Change vs previous 13F +1,310 shares

    0.25% of the 13F portfolio, value $3,724,999.

    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 38,829 shares
    Change vs previous 13F +876 shares

    0.27% of the 13F portfolio, value $3,656,171.

    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 37,953 shares
    Change vs previous 13F -1,826 shares

    0.28% of the 13F portfolio, value $3,610,882.

    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 39,779 shares
    Change vs previous 13F +1,625 shares

    0.34% of the 13F portfolio, value $3,732,611.

    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 38,154 shares
    Change vs previous 13F -5,173 shares

    0.36% of the 13F portfolio, value $3,571,889.

    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 43,327 shares
    Change vs previous 13F +3,495 shares

    0.38% of the 13F portfolio, value $3,849,957.

    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 39,832 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,637,063.

    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).