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Disclosery

Keystone Financial Group, Inc.: USMV position timeline

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

Keystone Financial Group, Inc. held 4,696 USMV 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 4,696 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $457,599.

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

  2. period ended2026-06-30
    13F 4,689 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $452,280.

    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 4,682 shares
    Change vs previous 13F -925 shares

    0.23% of the 13F portfolio, value $434,186.

    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 5,607 shares
    Change vs previous 13F +9 shares

    0.28% of the 13F portfolio, value $527,997.

    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 5,598 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $532,625.

    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 5,590 shares
    Change vs previous 13F -3,027 shares

    0.33% of the 13F portfolio, value $519,580.

    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 8,617 shares
    Change vs previous 13F -704 shares

    0.56% of the 13F portfolio, value $795,811.

    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 9,321 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $827,613.

    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).