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Disclosery

Keystone Financial Group: XLE position timeline

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

Keystone Financial Group held 63,859 XLE 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 63,859 shares
    Change vs previous 13F +15,009 shares

    0.2% of the 13F portfolio, value $3,391,570.

    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 48,850 shares
    Change vs previous 13F -467 shares

    0.2% of the 13F portfolio, value $2,990,487.

    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 49,317 shares
    Change vs previous 13F +24,910 shares

    0.16% of the 13F portfolio, value $2,204,966.

    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 24,407 shares
    Change vs previous 13F +678 shares

    0.17% of the 13F portfolio, value $2,181,644.

    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 23,729 shares
    Change vs previous 13F -1,339 shares

    0.18% of the 13F portfolio, value $2,012,465.

    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 25,068 shares
    Change vs previous 13F -6,399 shares

    0.24% of the 13F portfolio, value $2,336,543.

    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 31,467 shares
    Change vs previous 13F +94 shares

    0.27% of the 13F portfolio, value $2,695,446.

    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 31,373 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,754,525.

    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).