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Disclosery

Keystone Financial Group, Inc.: USRT position timeline

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

Keystone Financial Group, Inc. held 44,189 USRT 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 44,189 shares
    Change vs previous 13F +2,146 shares

    1.54% of the 13F portfolio, value $2,936,386.

    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 42,043 shares
    Change vs previous 13F -236 shares

    1.29% of the 13F portfolio, value $2,488,539.

    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 42,279 shares
    Change vs previous 13F +3,589 shares

    1.26% of the 13F portfolio, value $2,408,235.

    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 38,690 shares
    Change vs previous 13F +982 shares

    1.28% of the 13F portfolio, value $2,271,867.

    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 37,708 shares
    Change vs previous 13F +4,374 shares

    1.37% of the 13F portfolio, value $2,146,354.

    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 33,334 shares
    Change vs previous 13F +3,498 shares

    1.32% of the 13F portfolio, value $1,880,348.

    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 29,836 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,709,711.

    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).