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Disclosery

Keystone Financial Group, Inc.: DFSD position timeline

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

Keystone Financial Group, Inc. held 139,823 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,823 shares
    Change vs previous 13F -21,164 shares

    3.5% of the 13F portfolio, value $6,676,530.

    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).

  2. period ended2026-03-31
    13F 160,987 shares
    Change vs previous 13F +42,718 shares

    4.01% of the 13F portfolio, value $7,708,068.

    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).

  3. period ended2025-12-31
    13F 118,269 shares
    Change vs previous 13F +1,907 shares

    2.97% of the 13F portfolio, value $5,671,021.

    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).

  4. period ended2025-09-30
    13F 116,362 shares
    Change vs previous 13F +9,065 shares

    3.16% of the 13F portfolio, value $5,607,472.

    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).

  5. period ended2025-06-30
    13F 107,297 shares
    Change vs previous 13F +26,485 shares

    3.28% of the 13F portfolio, value $5,151,334.

    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).

  6. period ended2025-03-31
    13F 80,812 shares
    Change vs previous 13F +12,835 shares

    2.71% of the 13F portfolio, value $3,849,067.

    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).

  7. period ended2024-12-31
    13F 67,977 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,186,760.

    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).