Skip to content
Disclosery

Keystone Financial Group, Inc.: SHV position timeline

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

Keystone Financial Group, Inc. held 129 SHV 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 129 shares
    Change vs previous 13F -33,151 shares

    0.01% of the 13F portfolio, value $14,212.

    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 33,280 shares
    Change vs previous 13F +131 shares

    1.91% of the 13F portfolio, value $3,673,804.

    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 33,149 shares
    Change vs previous 13F -801 shares

    1.91% of the 13F portfolio, value $3,651,405.

    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 33,950 shares
    Change vs previous 13F -5,257 shares

    2.11% of the 13F portfolio, value $3,751,114.

    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 39,207 shares
    Change vs previous 13F -780 shares

    2.75% of the 13F portfolio, value $4,324,582.

    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 39,987 shares
    Change vs previous 13F -4,471 shares

    3.1% of the 13F portfolio, value $4,404,165.

    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 44,458 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $4,895,285.

    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).