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Disclosery

Keystone Financial Group: XSOE position timeline

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

Keystone Financial Group held 13,491 XSOE 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 13,491 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $663,498.

    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 13,489 shares
    Change vs previous 13F -256 shares

    0.04% of the 13F portfolio, value $562,045.

    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 13,745 shares
    Change vs previous 13F +986 shares

    0.04% of the 13F portfolio, value $536,328.

    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 12,759 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $484,079.

    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 12,757 shares
    Change vs previous 13F -2,007 shares

    0.04% of the 13F portfolio, value $439,877.

    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 14,764 shares
    Change vs previous 13F +1,982 shares

    0.05% of the 13F portfolio, value $457,610.

    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 12,782 shares
    Change vs previous 13F -1,216 shares

    0.04% of the 13F portfolio, value $389,583.

    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 13,998 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $462,339.

    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).