Skip to content
Disclosery

Keystone Financial Group, Inc.: DFAW position timeline

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

Keystone Financial Group, Inc. held 38,173 DFAW 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 38,173 shares
    Change vs previous 13F +2,456 shares

    1.67% of the 13F portfolio, value $3,142,028.

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

  2. period ended2026-06-30
    13F 35,717 shares
    Change vs previous 13F -929 shares

    1.55% of the 13F portfolio, value $2,956,974.

    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 36,646 shares
    Change vs previous 13F +11,444 shares

    1.41% of the 13F portfolio, value $2,703,732.

    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 25,202 shares
    Change vs previous 13F +3,913 shares

    0.98% of the 13F portfolio, value $1,864,410.

    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 21,289 shares
    Change vs previous 13F +6,885 shares

    0.86% of the 13F portfolio, value $1,529,829.

    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 14,404 shares
    Change vs previous 13F +991 shares

    0.62% of the 13F portfolio, value $979,030.

    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 13,413 shares
    Change vs previous 13F +1,997 shares

    0.58% of the 13F portfolio, value $827,210.

    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 11,416 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $713,049.

    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).