Ownership history in Keystone Financial Group · 12 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in VANECK CEF (XMPT). 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 | ADDED | 220,450 | +2,065 | +0.9% | 0.36% | $4.8M | $21.67 |
| 2025 Q3 | UNCHANGED | 218,385 | — | 0% | 0.41% | $4.6M | $21.27 |
| 2025 Q2 | ADDED | 218,385 | +22,654 | +11.6% | 0.41% | $4.6M | $20.08 |
| 2025 Q1 | ADDED | 195,731 | +6,832 | +3.6% | 0.42% | $4.2M | $20.39 |
| 2024 Q4 | ADDED | 188,899 | +138,137 | +272.1% | 0.40% | $4.1M | $20.07 |
| 2023 Q3 | UNCHANGED | 50,762 | — | 0% | 0.16% | $959K | $16.49 |
| 2023 Q2 | ADDED | 50,762 | +2,018 | +4.1% | 0.18% | $1.1M | $18.29 |
| 2022 Q4 | UNCHANGED | 48,744 | — | 0% | 0.21% | $1.0M | $18.29 |
| 2022 Q3 | ADDED | 48,744 | +20,837 | +74.7% | 0.20% | $1.0M | $17.28 |
| 2022 Q2 | ADDED | 27,907 | +10,697 | +62.2% | 0.13% | $642K | $19.05 |
As of 2025 Q4 — sorted by position size