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Keystone Financial Group: XMPT position timeline

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

Keystone Financial Group held 301,992 XMPT 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 301,992 shares
    Change vs previous 13F +31,918 shares

    0.4% of the 13F portfolio, value $6,746,493.

    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 270,074 shares
    Change vs previous 13F +49,624 shares

    0.4% of the 13F portfolio, value $5,857,905.

    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 220,450 shares
    Change vs previous 13F -50,883 shares

    0.36% of the 13F portfolio, value $4,823,456.

    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 271,333 shares
    Change vs previous 13F +52,948 shares

    0.46% of the 13F portfolio, value $5,977,136.

    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 218,385 shares
    Change vs previous 13F +22,654 shares

    0.41% of the 13F portfolio, value $4,561,071.

    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 195,731 shares
    Change vs previous 13F +6,832 shares

    0.42% of the 13F portfolio, value $4,155,819.

    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 188,899 shares
    Change vs previous 13F +159,641 shares

    0.4% of the 13F portfolio, value $4,117,079.

    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 29,258 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $677,897.

    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).