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Keystone Financial Group: VOO position timeline

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

Keystone Financial Group held 36,618 VOO 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 36,618 shares
    Change vs previous 13F +585 shares

    1.49% of the 13F portfolio, value $25,149,378.

    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 36,033 shares
    Change vs previous 13F +13 shares

    1.5% of the 13F portfolio, value $21,903,693.

    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 36,020 shares
    Change vs previous 13F +1,308 shares

    1.67% of the 13F portfolio, value $22,589,217.

    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 34,712 shares
    Change vs previous 13F +317 shares

    1.63% of the 13F portfolio, value $21,327,235.

    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 34,395 shares
    Change vs previous 13F +1,567 shares

    1.77% of the 13F portfolio, value $19,631,153.

    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 32,828 shares
    Change vs previous 13F -784 shares

    1.72% of the 13F portfolio, value $16,968,124.

    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 33,612 shares
    Change vs previous 13F -4,572 shares

    1.79% of the 13F portfolio, value $18,188,152.

    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 38,184 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $20,148,610.

    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).