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Disclosery

Keystone Financial Group: VFLO position timeline

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

Keystone Financial Group held 1,112,874 VFLO 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 1,112,874 shares
    Change vs previous 13F +33,177 shares

    3.02% of the 13F portfolio, value $50,914,152.

    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 1,079,697 shares
    Change vs previous 13F +32,322 shares

    2.92% of the 13F portfolio, value $42,626,430.

    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 1,047,375 shares
    Change vs previous 13F +249,102 shares

    3.05% of the 13F portfolio, value $41,245,637.

    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 798,273 shares
    Change vs previous 13F +20,394 shares

    2.29% of the 13F portfolio, value $29,935,579.

    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 777,879 shares
    Change vs previous 13F +56,684 shares

    2.48% of the 13F portfolio, value $27,498,072.

    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 721,195 shares
    Change vs previous 13F +196,415 shares

    2.51% of the 13F portfolio, value $24,722,556.

    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 524,780 shares
    Change vs previous 13F +488,650 shares

    1.76% of the 13F portfolio, value $17,889,780.

    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 36,130 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,203,123.

    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).