Keystone Financial Group: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Group on VO, newest first. How the timeline and the estimate are built.
Keystone Financial Group held 78,152 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 78,152 sharesChange vs previous 13F +60,019 shares
0.37% of the 13F portfolio, value $6,296,684.
13F-HR 0001729299-26-000004 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,133 sharesChange vs previous 13F +15 shares
0.36% of the 13F portfolio, value $5,207,494.
13F-HR 0001729299-26-000003 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,118 sharesChange vs previous 13F +488 shares
0.39% of the 13F portfolio, value $5,258,263.
13F-HR 0001729299-26-000001 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 17,630 sharesChange vs previous 13F -408 shares
0.4% of the 13F portfolio, value $5,178,720.
13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,038 sharesChange vs previous 13F +460 shares
0.46% of the 13F portfolio, value $5,047,525.
13F-HR 0001765380-25-000370 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,578 sharesChange vs previous 13F -125 shares
0.46% of the 13F portfolio, value $4,546,078.
13F-HR 0001765380-25-000222 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,703 sharesChange vs previous 13F +89 shares
0.46% of the 13F portfolio, value $4,675,804.
13F-HR 0001765380-25-000102 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 17,614 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $4,646,998.
13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).