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Disclosery

Keystone Financial Group: VYM position timeline

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

Keystone Financial Group held 30,136 VYM 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 30,136 shares
    Change vs previous 13F +12,685 shares

    0.28% of the 13F portfolio, value $4,762,418.

    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 17,451 shares
    Change vs previous 13F +1,441 shares

    0.18% of the 13F portfolio, value $2,584,497.

    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 16,010 shares
    Change vs previous 13F -41 shares

    0.17% of the 13F portfolio, value $2,297,796.

    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 16,051 shares
    Change vs previous 13F +73 shares

    0.17% of the 13F portfolio, value $2,262,357.

    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 15,978 shares
    Change vs previous 13F +275 shares

    0.19% of the 13F portfolio, value $2,130,037.

    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 15,703 shares
    Change vs previous 13F -1,046 shares

    0.21% of the 13F portfolio, value $2,024,992.

    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 16,749 shares
    Change vs previous 13F +83 shares

    0.21% of the 13F portfolio, value $2,137,026.

    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 16,666 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,136,618.

    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).