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Disclosery

Keystone Financial Group, Inc.: VLUE position timeline

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

Keystone Financial Group, Inc. held 11,288 VLUE 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 11,288 shares
    Change vs previous 13F +54 shares

    1.19% of the 13F portfolio, value $2,234,991.

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

  2. period ended2026-06-30
    13F 11,234 shares
    Change vs previous 13F +39 shares

    1.18% of the 13F portfolio, value $2,244,700.

    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 11,195 shares
    Change vs previous 13F -330 shares

    0.83% of the 13F portfolio, value $1,591,844.

    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 11,525 shares
    Change vs previous 13F +68 shares

    0.83% of the 13F portfolio, value $1,575,866.

    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 11,457 shares
    Change vs previous 13F +61 shares

    0.81% of the 13F portfolio, value $1,432,721.

    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 11,396 shares
    Change vs previous 13F +76 shares

    0.83% of the 13F portfolio, value $1,298,808.

    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 11,320 shares
    Change vs previous 13F -279 shares

    0.82% of the 13F portfolio, value $1,171,440.

    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 11,599 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,224,956.

    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).