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Disclosery

Keystone Financial Group: WFC position timeline

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

Keystone Financial Group held 8,697 WFC 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 8,697 shares
    Change vs previous 13F +1,271 shares

    0.04% of the 13F portfolio, value $718,730.

    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 7,426 shares
    Change vs previous 13F +425 shares

    0.04% of the 13F portfolio, value $591,515.

    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 7,001 shares
    Change vs previous 13F +398 shares

    0.05% of the 13F portfolio, value $652,448.

    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 6,603 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $553,463.

    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 6,551 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $524,888.

    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 6,500 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $466,609.

    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 7,522 shares
    Change vs previous 13F -1,964 shares

    0.05% of the 13F portfolio, value $529,813.

    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 9,486 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $535,891.

    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).