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Disclosery

Keystone Financial Group: XLK position timeline

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

Keystone Financial Group held 21,038 XLK 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 21,038 shares
    Change vs previous 13F +1,815 shares

    0.24% of the 13F portfolio, value $4,008,190.

    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 19,223 shares
    Change vs previous 13F -1,425 shares

    0.17% of the 13F portfolio, value $2,554,757.

    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 20,648 shares
    Change vs previous 13F +13,908 shares

    0.22% of the 13F portfolio, value $2,972,647.

    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 6,740 shares
    Change vs previous 13F -155 shares

    0.15% of the 13F portfolio, value $1,899,746.

    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 6,895 shares
    Change vs previous 13F -1,050 shares

    0.16% of the 13F portfolio, value $1,746,046.

    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 7,945 shares
    Change vs previous 13F -2,184 shares

    0.17% of the 13F portfolio, value $1,640,418.

    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 10,129 shares
    Change vs previous 13F +3,386 shares

    0.23% of the 13F portfolio, value $2,355,243.

    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 6,743 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,522,244.

    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).