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Disclosery

Keystone Financial Group: WMT position timeline

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

Keystone Financial Group held 36,764 WMT 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 36,764 shares
    Change vs previous 13F -341 shares

    0.25% of the 13F portfolio, value $4,163,859.

    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 37,105 shares
    Change vs previous 13F -99 shares

    0.32% of the 13F portfolio, value $4,634,379.

    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 37,204 shares
    Change vs previous 13F -2,635 shares

    0.31% of the 13F portfolio, value $4,144,948.

    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 39,839 shares
    Change vs previous 13F +10,247 shares

    0.31% of the 13F portfolio, value $4,106,626.

    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 29,592 shares
    Change vs previous 13F +5,077 shares

    0.26% of the 13F portfolio, value $2,893,486.

    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 24,515 shares
    Change vs previous 13F +2,892 shares

    0.22% of the 13F portfolio, value $2,152,172.

    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 21,623 shares
    Change vs previous 13F +1,285 shares

    0.19% of the 13F portfolio, value $1,953,647.

    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 20,338 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,642,291.

    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).