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Keystone Financial Group, Inc.: SPTM position timeline

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

Keystone Financial Group, Inc. held 13,863 SPTM 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 13,863 shares
    Change vs previous 13F -393 shares

    0.66% of the 13F portfolio, value $1,258,609.

    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 14,256 shares
    Change vs previous 13F -575 shares

    0.59% of the 13F portfolio, value $1,127,099.

    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 14,831 shares
    Change vs previous 13F +81 shares

    0.64% of the 13F portfolio, value $1,223,591.

    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 14,750 shares
    Change vs previous 13F +201 shares

    0.67% of the 13F portfolio, value $1,189,581.

    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 14,549 shares
    Change vs previous 13F -2,050 shares

    0.7% of the 13F portfolio, value $1,106,882.

    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 16,599 shares
    Change vs previous 13F -361 shares

    0.79% of the 13F portfolio, value $1,127,433.

    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 16,960 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,211,487.

    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).