Keystone Financial Group
Position in VLU — State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
CIK 1729299
LEXINGTON, KY
All Filings in VLU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VLU | $441,353 | 2,053 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 VLU | $431,812 | 2,050 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 VLU | $384,357 | 1,883 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 VLU | $338,184 | 1,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 VLU | $312,677 | 1,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 VLU | $306,443 | 1,665 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 VLU | $290,645 | 1,576 | Shares | Sole | 2025-02-19 | |
| 2024-03-31 VLU | $206,702 | 1,179 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||