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Disclosery

Keystone Financial Group: VFMV position timeline

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

Keystone Financial Group held 8,973 VFMV 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 8,973 shares
    Change vs previous 13F -179 shares

    0.07% of the 13F portfolio, value $1,250,460.

    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 9,152 shares
    Change vs previous 13F +149 shares

    0.08% of the 13F portfolio, value $1,219,361.

    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 9,003 shares
    Change vs previous 13F +136 shares

    0.09% of the 13F portfolio, value $1,173,750.

    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 8,867 shares
    Change vs previous 13F -272 shares

    0.09% of the 13F portfolio, value $1,164,284.

    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 9,139 shares
    Change vs previous 13F +130 shares

    0.11% of the 13F portfolio, value $1,171,904.

    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 9,009 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $1,141,745.

    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 8,934 shares
    Change vs previous 13F -55 shares

    0.11% of the 13F portfolio, value $1,076,630.

    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 8,989 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,093,243.

    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).