Skip to content
Disclosery

Keystone Financial Group: VTI position timeline

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

Keystone Financial Group held 122,055 VTI 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 122,055 shares
    Change vs previous 13F +777 shares

    2.68% of the 13F portfolio, value $45,165,041.

    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 121,278 shares
    Change vs previous 13F +1,517 shares

    2.68% of the 13F portfolio, value $39,107,490.

    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 119,761 shares
    Change vs previous 13F -3,824 shares

    2.97% of the 13F portfolio, value $40,152,397.

    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 123,585 shares
    Change vs previous 13F +8,838 shares

    3.1% of the 13F portfolio, value $40,590,067.

    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 114,747 shares
    Change vs previous 13F +6,837 shares

    3.15% of the 13F portfolio, value $34,880,312.

    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 107,910 shares
    Change vs previous 13F +1,513 shares

    3.02% of the 13F portfolio, value $29,658,013.

    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 106,397 shares
    Change vs previous 13F +3,769 shares

    3.03% of the 13F portfolio, value $30,835,003.

    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 102,628 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $29,060,003.

    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).