IFN β€” INDIA FUND

Ownership history in Keystone Financial Group  Β·  12 quarters on record

AI Ownership Summary

Keystone Financial Group reported INDIA FUND (IFN) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows IFN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IFN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keystone Financial Group's position in INDIA FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IFN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keystone Financial Group held IFN β€” position size vs. price
% of Fund (quarterly)    IFN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 12,229 β€” 0% 0.02% $202K 2025-11-14 $14.36
2025 Q2 REDUCED 12,229 -532 -4.2% 0.02% $202K 2025-08-13 $14.22
2025 Q1 REDUCED 12,761 -686 -5.1% 0.02% $201K 2025-05-13 $14.49
2024 Q4 REDUCED 13,447 -3,245 -19.4% 0.02% $212K 2025-02-13 $13.82
2024 Q1 REDUCED 16,692 -772 -4.4% 0.05% $342K 2024-05-08 $13.96
2023 Q4 REDUCED 17,464 -300 -1.7% 0.06% $319K 2024-02-09 $15.21
2023 Q3 ADDED 17,764 +4 +0.0% 0.05% $309K 2023-11-06 $12.60
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Keystone Financial Group and IFN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keystone Financial Group reported owning IFN?

Keystone Financial Group reported IFN across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported IFN position in Keystone Financial Group's portfolio?

The largest reported portfolio weight for IFN was 0.06% in 2023 Q4.

What is the latest reported IFN position on this page?

The most recent filing on this page is 2025 Q3, when Keystone Financial Group reported 12,229 shares, equal to 0.02% of portfolio, with an estimated market value of $202K.

What does the chart on this IFN ownership page compare?

The chart compares Keystone Financial Group's quarterly IFN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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