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Manager record

Keystone Financial Group

Lexington, KY · CIK 1729299 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.69BReported 13F valueQ2 2026 · as filed
567Holdings listed
+15.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.1B$1.1BQ2 2025441 holdingsQ3 2025: $1.3B$1.3BQ3 2025442 holdingsQ4 2025: $1.4B$1.4BQ4 2025454 holdingsQ1 2026: $1.5B$1.5BQ1 2026528 holdingsQ2 2026: $1.7B$1.7BQ2 2026567 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$1.69B · 567 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$1.46B · 528 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$1.35B · 454 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR/A · period Q3 2025

$1.31B · 442 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.31B · 442 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$1.11B · 441 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology