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Disclosery

Keystone Financial Group: VUG position timeline

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

Keystone Financial Group held 136,573 VUG 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 136,573 shares
    Change vs previous 13F +115,105 shares

    0.7% of the 13F portfolio, value $11,764,400.

    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 21,468 shares
    Change vs previous 13F +447 shares

    0.64% of the 13F portfolio, value $9,360,028.

    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 21,021 shares
    Change vs previous 13F +2,788 shares

    0.76% of the 13F portfolio, value $10,255,379.

    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 18,233 shares
    Change vs previous 13F +705 shares

    0.67% of the 13F portfolio, value $8,744,912.

    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 17,528 shares
    Change vs previous 13F +810 shares

    0.69% of the 13F portfolio, value $7,684,122.

    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 16,718 shares
    Change vs previous 13F -134 shares

    0.63% of the 13F portfolio, value $6,199,252.

    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 16,852 shares
    Change vs previous 13F -127 shares

    0.68% of the 13F portfolio, value $6,916,894.

    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 16,979 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,518,924.

    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).