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Disclosery

Keystone Financial Group, Inc.: ISTB position timeline

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

Keystone Financial Group, Inc. held 22,874 ISTB 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 22,874 shares
    Change vs previous 13F -280 shares

    0.58% of the 13F portfolio, value $1,103,671.

    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 23,154 shares
    Change vs previous 13F +952 shares

    0.58% of the 13F portfolio, value $1,122,043.

    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 22,202 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,082,348.

    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 22,202 shares
    Change vs previous 13F -22,537 shares

    0.61% of the 13F portfolio, value $1,084,346.

    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 44,739 shares
    Change vs previous 13F +4,491 shares

    1.38% of the 13F portfolio, value $2,167,611.

    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 40,248 shares
    Change vs previous 13F +33,898 shares

    1.37% of the 13F portfolio, value $1,942,371.

    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 6,350 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $303,340.

    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).