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Keystone Financial Group, Inc.: VNQ position timeline

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

Keystone Financial Group, Inc. held 1,360 VNQ 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 1,360 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $121,916.

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

  2. period ended2026-06-30
    13F 1,538 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $148,278.

    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 1,525 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $135,297.

    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 1,510 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $133,642.

    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 1,498 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $136,919.

    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 1,618 shares
    Change vs previous 13F +106 shares

    0.09% of the 13F portfolio, value $145,537.

    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 1,512 shares
    Change vs previous 13F -136 shares

    0.09% of the 13F portfolio, value $134,303.

    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 1,648 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $146,816.

    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).