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Keystone Financial Group: VTV position timeline

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

Keystone Financial Group held 59,136 VTV 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 59,136 shares
    Change vs previous 13F -453 shares

    0.76% of the 13F portfolio, value $12,887,484.

    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 59,589 shares
    Change vs previous 13F -949 shares

    0.8% of the 13F portfolio, value $11,714,782.

    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 60,538 shares
    Change vs previous 13F -1,196 shares

    0.86% of the 13F portfolio, value $11,562,123.

    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 61,734 shares
    Change vs previous 13F +1,429 shares

    0.88% of the 13F portfolio, value $11,519,129.

    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 60,305 shares
    Change vs previous 13F -628 shares

    0.96% of the 13F portfolio, value $10,658,858.

    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 60,933 shares
    Change vs previous 13F -3,360 shares

    1.07% of the 13F portfolio, value $10,524,327.

    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 64,293 shares
    Change vs previous 13F +347 shares

    1.07% of the 13F portfolio, value $10,884,846.

    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 63,946 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $11,163,114.

    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).