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Disclosery

Keystone Financial Group: VIOO position timeline

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

Keystone Financial Group held 27,976 VIOO 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 27,976 shares
    Change vs previous 13F +1,238 shares

    0.23% of the 13F portfolio, value $3,847,807.

    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 26,738 shares
    Change vs previous 13F -210 shares

    0.21% of the 13F portfolio, value $3,070,318.

    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 26,948 shares
    Change vs previous 13F -20 shares

    0.22% of the 13F portfolio, value $2,990,135.

    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 26,968 shares
    Change vs previous 13F +340 shares

    0.23% of the 13F portfolio, value $2,979,209.

    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 26,628 shares
    Change vs previous 13F +625 shares

    0.24% of the 13F portfolio, value $2,695,594.

    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 26,003 shares
    Change vs previous 13F -620 shares

    0.26% of the 13F portfolio, value $2,509,592.

    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 26,623 shares
    Change vs previous 13F -218 shares

    0.28% of the 13F portfolio, value $2,823,145.

    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 26,841 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,903,674.

    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).