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Disclosery

Keystone Financial Group, Inc.: SGOV position timeline

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

Keystone Financial Group, Inc. held 10,416 SGOV 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 10,416 shares
    Change vs previous 13F -12,542 shares

    0.56% of the 13F portfolio, value $1,048,722.

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

  2. period ended2026-06-30
    13F 22,958 shares
    Change vs previous 13F -157,280 shares

    1.21% of the 13F portfolio, value $2,311,191.

    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 180,238 shares
    Change vs previous 13F -9,247 shares

    9.43% of the 13F portfolio, value $18,142,729.

    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 189,485 shares
    Change vs previous 13F +8,815 shares

    9.96% of the 13F portfolio, value $19,020,484.

    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 180,670 shares
    Change vs previous 13F -498 shares

    10.25% of the 13F portfolio, value $18,193,469.

    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 181,168 shares
    Change vs previous 13F -7,949 shares

    11.61% of the 13F portfolio, value $18,223,667.

    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 189,117 shares
    Change vs previous 13F +53,352 shares

    13.37% of the 13F portfolio, value $18,989,197.

    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 135,765 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $13,619,923.

    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).