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Disclosery

Keystone Financial Group: VIG position timeline

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

Keystone Financial Group held 34,650 VIG 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 34,650 shares
    Change vs previous 13F +1,831 shares

    0.49% of the 13F portfolio, value $8,199,006.

    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 32,819 shares
    Change vs previous 13F +15 shares

    0.49% of the 13F portfolio, value $7,104,523.

    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 32,804 shares
    Change vs previous 13F -1,073 shares

    0.53% of the 13F portfolio, value $7,209,681.

    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 33,877 shares
    Change vs previous 13F +3,127 shares

    0.56% of the 13F portfolio, value $7,320,822.

    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 30,750 shares
    Change vs previous 13F +710 shares

    0.57% of the 13F portfolio, value $6,293,612.

    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 30,040 shares
    Change vs previous 13F -1,129 shares

    0.59% of the 13F portfolio, value $5,827,466.

    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 31,169 shares
    Change vs previous 13F +149 shares

    0.6% of the 13F portfolio, value $6,103,800.

    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 31,020 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,143,760.

    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).