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Keystone Financial Group, Inc.: DFAU position timeline

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

Keystone Financial Group, Inc. held 618,578 DFAU 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 618,578 shares
    Change vs previous 13F -2,365 shares

    17.25% of the 13F portfolio, value $32,388,739.

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

  2. period ended2026-06-30
    13F 620,943 shares
    Change vs previous 13F +14,606 shares

    16.85% of the 13F portfolio, value $32,096,561.

    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 606,337 shares
    Change vs previous 13F -28,009 shares

    14.22% of the 13F portfolio, value $27,357,917.

    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 634,346 shares
    Change vs previous 13F +10,812 shares

    15.55% of the 13F portfolio, value $29,687,383.

    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 623,534 shares
    Change vs previous 13F -12,542 shares

    16.08% of the 13F portfolio, value $28,532,934.

    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 636,076 shares
    Change vs previous 13F -3,378 shares

    17.46% of the 13F portfolio, value $27,421,236.

    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 639,454 shares
    Change vs previous 13F +42,872 shares

    17.25% of the 13F portfolio, value $24,497,480.

    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 596,582 shares
    Change vs previous 13F not available

    19.55% of the 13F portfolio, value $24,156,252.

    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).