Skip to content

Keystone Financial Group, Inc.: DFAX position timeline

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

Keystone Financial Group, Inc. held 348,418 DFAX 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 348,418 shares
    Change vs previous 13F +78,843 shares

    6.87% of the 13F portfolio, value $12,898,445.

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

  2. period ended2026-06-30
    13F 269,575 shares
    Change vs previous 13F +32,923 shares

    5.21% of the 13F portfolio, value $9,931,157.

    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 236,652 shares
    Change vs previous 13F +39,892 shares

    4.18% of the 13F portfolio, value $8,039,054.

    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 196,760 shares
    Change vs previous 13F +38,850 shares

    3.37% of the 13F portfolio, value $6,439,950.

    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 157,910 shares
    Change vs previous 13F +20,234 shares

    2.79% of the 13F portfolio, value $4,955,228.

    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 137,676 shares
    Change vs previous 13F +11,458 shares

    2.58% of the 13F portfolio, value $4,058,687.

    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 126,218 shares
    Change vs previous 13F +22,729 shares

    2.44% of the 13F portfolio, value $3,467,209.

    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 103,489 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,572,741.

    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).