Skip to content
Disclosery

Keystone Financial Group: XLU position timeline

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

Keystone Financial Group held 30,426 XLU 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 30,426 shares
    Change vs previous 13F -20,977 shares

    0.08% of the 13F portfolio, value $1,379,518.

    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 51,403 shares
    Change vs previous 13F +3,729 shares

    0.16% of the 13F portfolio, value $2,358,901.

    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 47,674 shares
    Change vs previous 13F +25,375 shares

    0.15% of the 13F portfolio, value $2,035,209.

    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 22,299 shares
    Change vs previous 13F -148 shares

    0.15% of the 13F portfolio, value $1,944,739.

    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 22,447 shares
    Change vs previous 13F +9,474 shares

    0.17% of the 13F portfolio, value $1,833,065.

    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 12,973 shares
    Change vs previous 13F -3,073 shares

    0.1% of the 13F portfolio, value $1,022,952.

    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 16,046 shares
    Change vs previous 13F +808 shares

    0.12% of the 13F portfolio, value $1,214,505.

    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 15,238 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,230,915.

    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).