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Disclosery

Keystone Financial Group: XLG position timeline

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

Keystone Financial Group held 10,760 XLG 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 10,760 shares
    Change vs previous 13F -1,896 shares

    0.04% of the 13F portfolio, value $658,832.

    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 12,656 shares
    Change vs previous 13F -274,438 shares

    0.05% of the 13F portfolio, value $691,186.

    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 287,094 shares
    Change vs previous 13F +11,516 shares

    1.26% of the 13F portfolio, value $17,018,962.

    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 275,578 shares
    Change vs previous 13F +108,163 shares

    1.21% of the 13F portfolio, value $15,851,266.

    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 167,415 shares
    Change vs previous 13F +45,657 shares

    0.79% of the 13F portfolio, value $8,722,358.

    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 121,758 shares
    Change vs previous 13F +98,244 shares

    0.57% of the 13F portfolio, value $5,603,302.

    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 23,514 shares
    Change vs previous 13F -481 shares

    0.12% of the 13F portfolio, value $1,174,736.

    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 23,995 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,140,479.

    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).