Keystone Financial Group, Inc.: VSDM position timeline

Keystone Financial Group, Inc. held 142,196 VSDM 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 142,196 shares

   Change vs previous 13F +30,073 shares

   5.72% of the 13F portfolio, value $10,896,287.

   13F-HR 0002053642-26-000003 filed by Keystone Financial Group, Inc.
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 112,123 shares

   Change vs previous 13F +22,691 shares

   4.45% of the 13F portfolio, value $8,554,086.

   13F-HR 0002053642-26-000002 filed by Keystone Financial Group, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 89,432 shares

   Change vs previous 13F +30,938 shares

   3.58% of the 13F portfolio, value $6,837,000.

   13F-HR 0002053642-26-000001 filed by Keystone Financial Group, Inc.
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 58,494 shares

   Change vs previous 13F +46,604 shares

   2.53% of the 13F portfolio, value $4,486,436.

   13F-HR 0002053642-25-000007 filed by Keystone Financial Group, Inc.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,890 shares

   Change vs previous 13F not available

   0.57% of the 13F portfolio, value $900,088.

   13F-HR 0002053642-25-000005 filed by Keystone Financial Group, Inc.
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).