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Disclosery

Keystone Financial Group, Inc.: SCHD position timeline

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

Keystone Financial Group, Inc. held 384,721 SCHD 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 384,721 shares
    Change vs previous 13F +4,306 shares

    6.67% of the 13F portfolio, value $12,514,973.

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

  2. period ended2026-06-30
    13F 380,415 shares
    Change vs previous 13F -11,162 shares

    6.33% of the 13F portfolio, value $12,062,973.

    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 391,577 shares
    Change vs previous 13F +6,441 shares

    6.24% of the 13F portfolio, value $12,013,572.

    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 385,136 shares
    Change vs previous 13F +26,903 shares

    5.53% of the 13F portfolio, value $10,564,277.

    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 358,233 shares
    Change vs previous 13F +2,493 shares

    5.51% of the 13F portfolio, value $9,779,752.

    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 355,740 shares
    Change vs previous 13F +15,079 shares

    6.12% of the 13F portfolio, value $9,612,108.

    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 340,661 shares
    Change vs previous 13F +40,680 shares

    6.13% of the 13F portfolio, value $8,703,885.

    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 299,981 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $8,197,272.

    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).