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Disclosery

Keystone Financial Group: VCRB position timeline

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

Keystone Financial Group held 44,625 VCRB 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 44,625 shares
    Change vs previous 13F +18,965 shares

    0.2% of the 13F portfolio, value $3,446,528.

    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 25,660 shares
    Change vs previous 13F +1,739 shares

    0.14% of the 13F portfolio, value $1,985,577.

    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 23,921 shares
    Change vs previous 13F +17,563 shares

    0.14% of the 13F portfolio, value $1,863,335.

    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 6,358 shares
    Change vs previous 13F -451 shares

    0.04% of the 13F portfolio, value $498,534.

    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 6,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $528,248.

    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).