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Disclosery

Keystone Financial Group: V position timeline

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

Keystone Financial Group held 7,285 V 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 7,285 shares
    Change vs previous 13F -1,333 shares

    0.15% of the 13F portfolio, value $2,499,280.

    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 8,618 shares
    Change vs previous 13F +1,192 shares

    0.18% of the 13F portfolio, value $2,607,352.

    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 7,426 shares
    Change vs previous 13F +126 shares

    0.19% of the 13F portfolio, value $2,604,342.

    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 7,300 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $2,492,091.

    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 7,289 shares
    Change vs previous 13F +48 shares

    0.23% of the 13F portfolio, value $2,587,885.

    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 7,241 shares
    Change vs previous 13F -79 shares

    0.26% of the 13F portfolio, value $2,537,811.

    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 7,320 shares
    Change vs previous 13F +95 shares

    0.23% of the 13F portfolio, value $2,313,456.

    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 7,225 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,986,607.

    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).