Keystone Financial Group
CIK
0001729299
City
LEXINGTON
State / Country
KY
Holdings in NIE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,211,435 | 48,613 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,238,801 | 49,335 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,217,967 | 50,961 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $880,442 | 39,785 | Shares | Sole | 2025-05-13 |
| 2024-03-31 | $949,649 | 42,414 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $914,624 | 43,741 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $880,450 | 44,266 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $934,597 | 44,189 | Shares | Sole | 2023-08-07 |
| 2022-12-31 | $797,763 | 43,761 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $826,535 | 40,696 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $891,938 | 42,985 | Shares | Sole | 2022-08-05 |
| 2022-03-31 | $1,125,902 | 41,485 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,270,913 | 42,167 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $1,204,350 | 40,867 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,234,941 | 40,838 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,168,269 | 41,709 | Shares | Sole | 2021-05-11 |