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Disclosery

Keystone Financial Group, Inc.: UCB position timeline

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

Keystone Financial Group, Inc. held 18,269 UCB 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 18,269 shares
    Change vs previous 13F +24 shares

    0.33% of the 13F portfolio, value $614,020.

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

  2. period ended2026-06-30
    13F 18,245 shares
    Change vs previous 13F +144 shares

    0.34% of the 13F portfolio, value $644,787.

    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 18,101 shares
    Change vs previous 13F -221 shares

    0.3% of the 13F portfolio, value $574,624.

    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 18,322 shares
    Change vs previous 13F +143 shares

    0.3% of the 13F portfolio, value $576,589.

    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 18,179 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $574,441.

    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 18,179 shares
    Change vs previous 13F +136 shares

    0.37% of the 13F portfolio, value $576,622.

    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 18,043 shares
    Change vs previous 13F +242 shares

    0.35% of the 13F portfolio, value $502,485.

    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 17,801 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $579,435.

    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).