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Disclosery

Keystone Financial Group, Inc.: ITOT position timeline

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

Keystone Financial Group, Inc. held 15,366 ITOT 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 15,366 shares
    Change vs previous 13F -25 shares

    1.36% of the 13F portfolio, value $2,555,042.

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

  2. period ended2026-06-30
    13F 15,391 shares
    Change vs previous 13F -499 shares

    1.33% of the 13F portfolio, value $2,528,219.

    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 15,890 shares
    Change vs previous 13F -2,256 shares

    1.18% of the 13F portfolio, value $2,263,241.

    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 18,146 shares
    Change vs previous 13F +47 shares

    1.41% of the 13F portfolio, value $2,698,133.

    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 18,099 shares
    Change vs previous 13F -1,326 shares

    1.49% of the 13F portfolio, value $2,636,049.

    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 19,425 shares
    Change vs previous 13F -1,154 shares

    1.7% of the 13F portfolio, value $2,668,542.

    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 20,579 shares
    Change vs previous 13F -846 shares

    1.77% of the 13F portfolio, value $2,510,664.

    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 21,425 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,755,729.

    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).