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
- period ended2026-09-3013F 348,418 sharesChange 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 - period ended2026-06-3013F 269,575 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 236,652 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 196,760 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 157,910 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 137,676 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 126,218 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,489 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).