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Disclosery

Keystone Financial Group, Inc.: VIG position timeline

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

Keystone Financial Group, Inc. held 48,961 VIG 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 48,961 shares
    Change vs previous 13F -453 shares

    6.09% of the 13F portfolio, value $11,423,015.

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

  2. period ended2026-06-30
    13F 49,414 shares
    Change vs previous 13F +953 shares

    6.14% of the 13F portfolio, value $11,692,313.

    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 48,461 shares
    Change vs previous 13F +922 shares

    5.42% of the 13F portfolio, value $10,422,122.

    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 47,539 shares
    Change vs previous 13F +3,296 shares

    5.47% of the 13F portfolio, value $10,448,117.

    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 44,243 shares
    Change vs previous 13F +3,845 shares

    5.4% of the 13F portfolio, value $9,584,395.

    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 40,398 shares
    Change vs previous 13F +3,274 shares

    5.3% of the 13F portfolio, value $8,325,973.

    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 37,124 shares
    Change vs previous 13F +1,825 shares

    4.99% of the 13F portfolio, value $7,082,208.

    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 35,299 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $6,912,591.

    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).