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Disclosery

Keystone Financial Group: XLV position timeline

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

Keystone Financial Group held 6,944 XLV 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 6,944 shares
    Change vs previous 13F +170 shares

    0.07% of the 13F portfolio, value $1,101,743.

    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 6,774 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $992,499.

    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 6,762 shares
    Change vs previous 13F +121 shares

    0.08% of the 13F portfolio, value $1,046,704.

    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 6,641 shares
    Change vs previous 13F -322 shares

    0.07% of the 13F portfolio, value $924,167.

    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 6,963 shares
    Change vs previous 13F +102 shares

    0.08% of the 13F portfolio, value $938,620.

    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 6,861 shares
    Change vs previous 13F -259 shares

    0.1% of the 13F portfolio, value $1,001,800.

    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 7,120 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $979,537.

    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 7,118 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,096,325.

    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).