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Disclosery

Keystone Financial Group, Inc.: IJR position timeline

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

Keystone Financial Group, Inc. held 7,960 IJR 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 7,960 shares
    Change vs previous 13F -17 shares

    0.58% of the 13F portfolio, value $1,082,917.

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

  2. period ended2026-06-30
    13F 7,977 shares
    Change vs previous 13F -49 shares

    0.62% of the 13F portfolio, value $1,183,082.

    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 8,026 shares
    Change vs previous 13F -605 shares

    0.52% of the 13F portfolio, value $997,702.

    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 8,631 shares
    Change vs previous 13F +39 shares

    0.54% of the 13F portfolio, value $1,037,215.

    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 8,592 shares
    Change vs previous 13F +26 shares

    0.58% of the 13F portfolio, value $1,020,934.

    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 8,566 shares
    Change vs previous 13F -643 shares

    0.61% of the 13F portfolio, value $958,318.

    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 9,209 shares
    Change vs previous 13F -1,049 shares

    0.66% of the 13F portfolio, value $936,094.

    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 10,258 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,181,895.

    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).