Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 26 | Q2 2024 | 15.4% |
MICROSOFT CORP | 26 | Q2 2024 | 7.6% |
BERKSHIRE HATHAWAY | 26 | Q2 2024 | 4.4% |
AMAZON COM | 26 | Q2 2024 | 3.6% |
TESLA INC | 26 | Q2 2024 | 2.8% |
JOHNSON JOHNSON | 26 | Q2 2024 | 1.4% |
META PLATFORMS | 26 | Q2 2024 | 2.6% |
PROCTER GAMBLE | 26 | Q2 2024 | 2.1% |
EXXON MOBIL | 26 | Q2 2024 | 2.1% |
ALPHABET INC | 26 | Q2 2024 | 2.3% |
View Keystone Financial Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-12 |
13F-HR | 2024-07-31 |
13F-HR | 2024-05-08 |
13F-HR/A | 2024-02-14 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
View Keystone Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.