Ownership history in Keystone Financial Group · 22 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in ISHARES EDGE (SIZE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 4,581 | — | 0% | 0.05% | $740K | $161.00 |
| 2025 Q3 | UNCHANGED | 4,581 | — | 0% | 0.06% | $708K | $159.47 |
| 2025 Q2 | ADDED | 4,581 | +490 | +12.0% | 0.06% | $708K | $152.69 |
| 2025 Q1 | REDUCED | 4,091 | -491 | -10.7% | 0.06% | $595K | $143.18 |
| 2024 Q4 | ADDED | 4,582 | +411 | +9.9% | 0.07% | $682K | $145.69 |
| 2024 Q1 | REDUCED | 4,171 | -211 | -4.8% | 0.09% | $593K | $137.98 |
| 2023 Q4 | UNCHANGED | 4,382 | — | 0% | 0.10% | $578K | $127.38 |
| 2023 Q3 | UNCHANGED | 4,382 | — | 0% | 0.09% | $514K | $112.99 |
| 2023 Q2 | UNCHANGED | 4,382 | — | 0% | 0.09% | $538K | $117.60 |
| 2022 Q4 | UNCHANGED | 4,382 | — | 0% | 0.10% | $498K | $108.16 |
As of 2025 Q4 — sorted by position size