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Disclosery

Keystone Financial Group, Inc.: VUG position timeline

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

Keystone Financial Group, Inc. held 7,193 VUG 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 7,193 shares
    Change vs previous 13F +5,975 shares

    0.33% of the 13F portfolio, value $619,596.

    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 1,218 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $531,869.

    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 1,216 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $593,446.

    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 1,214 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $582,895.

    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 1,210 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $542,583.

    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 1,209 shares
    Change vs previous 13F -257 shares

    0.33% of the 13F portfolio, value $463,752.

    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 1,466 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $601,794.

    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).