Position in BF-B
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$478,193
+$40,021 QoQ
Shares Held
18,086
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Keystone Financial Group holds $756,054 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
9,406 | $756,054 |
All Filings in BF-B
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $478,193 | 18,086 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 BF-B | $438,172 | 16,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BF-B | $445,222 | 16,441 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 BF-B | $380,103 | 14,125 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BF-B | $414,746 | 12,220 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BF-B | $315,120 | 8,297 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 BF-B | $347,844 | 7,070 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 BF-B | $267,346 | 6,190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 BF-B | $208,544 | 4,040 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||