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Keystone Financial Group, Inc.: ATO position timeline

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

Keystone Financial Group, Inc. held 1,149 ATO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,149 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $179,823.

    13F-HR 0002053642-26-000005 filed by Keystone Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,143 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $196,852.

    13F-HR 0002053642-26-000003 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,136 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $209,833.

    13F-HR 0002053642-26-000002 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,130 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $189,390.

    13F-HR 0002053642-26-000001 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,123 shares
    Change vs previous 13F +166 shares

    0.11% of the 13F portfolio, value $191,784.

    13F-HR 0002053642-25-000007 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 957 shares
    Change vs previous 13F +385 shares

    0.1% of the 13F portfolio, value $149,972.

    13F-HR 0002053642-25-000005 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 572 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $92,615.

    13F-HR 0002053642-25-000002 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 569 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $79,182.

    13F-HR 0002053642-25-000001 filed by Keystone Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).