Skip to content
Disclosery

Keystone Financial Group: XLF position timeline

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

Keystone Financial Group held 87,798 XLF 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 87,798 shares
    Change vs previous 13F -20,377 shares

    0.28% of the 13F portfolio, value $4,706,858.

    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 108,175 shares
    Change vs previous 13F +4,040 shares

    0.37% of the 13F portfolio, value $5,383,766.

    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 104,135 shares
    Change vs previous 13F +19,547 shares

    0.42% of the 13F portfolio, value $5,703,497.

    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 84,588 shares
    Change vs previous 13F +16,452 shares

    0.35% of the 13F portfolio, value $4,552,375.

    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 68,136 shares
    Change vs previous 13F +4,699 shares

    0.32% of the 13F portfolio, value $3,568,259.

    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 63,437 shares
    Change vs previous 13F +9,505 shares

    0.32% of the 13F portfolio, value $3,162,527.

    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 53,932 shares
    Change vs previous 13F -40 shares

    0.26% of the 13F portfolio, value $2,606,521.

    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 53,972 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,445,999.

    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).