Keystone Financial Group

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lexington, KY
CIK
0001729299
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 298 575,172 SPY, SPLG, AAPL, VTI RESTATEMENT 2/14/2024 000176538024000148
Q3 2023 300 597,110 SPY, SPLG, AAPL, ITOT 13F-HR 11/6/2023 000176538023000202
Q2 2023 302 587,963 SPY, AAPL, FTCS, ITOT 13F-HR 8/7/2023 000176538023000133
Q4 2022 285 506,494 SPY, AAPL, CFO, FTCS 13F-HR 2/7/2023 000176538023000024
Q3 2022 284 493,194 SPY, AAPL, CFO, FTCS 13F-HR 11/10/2022 000176538022000164
Q2 2022 291 504,596 SPY, AAPL, CFO, ITOT 13F-HR 8/5/2022 000176538022000113
Q1 2022 291 588,890 SPY, AAPL, CFO, ITOT 13F-HR 5/13/2022 000176538022000082
Q4 2021 304 609,555 SPY, AAPL, CFO, ITOT 13F-HR 2/11/2022 000176538022000034
Q3 2021 287 552,693 SPY, AAPL, CFO, ITOT 13F-HR 11/12/2021 000176538021000122
Q2 2021 289 552,100 SPY, AAPL, CFO, ITOT 13F-HR 8/13/2021 000176538021000092
Q1 2021 283 513,353 SPY, AAPL, CFO, ITOT 13F-HR 5/11/2021 000176538021000062
Q4 2020 262 480,917 SPY, AAPL, CFO, ITOT 13F-HR 2/10/2021 000176538021000028
Q3 2020 236 407,375 SPY, AAPL, CFO, ITOT 13F-HR 11/13/2020 000176538020000101
Q2 2020 226 367,989 SPY, AAPL, CFO, ITOT 13F-HR 8/13/2020 000176538020000079
Q1 2020 204 301,751 SPY, AAPL, CFO, ITOT RESTATEMENT 5/5/2020 000176538020000051
Q4 2019 249 372,228 SPY, AAPL, CFO, VTV 13F-HR 2/6/2020 000176538020000029
Q3 2019 230 325,094 SPY, AAPL, CFO, VTV 13F-HR 11/7/2019 000176538019000113
Q2 2019 226 307,404 SPY, CFO, AAPL, VTV 13F-HR 8/7/2019 000176538019000089
Q1 2019 220 281,180 SPY, AAPL, CFO, USMV 13F-HR 5/7/2019 000176538019000051
Q4 2018 179 221,304 CFO, AAPL, SPY, CDC 13F-HR 2/11/2019 000176538019000023
Q3 2018 188 244,338 AAPL, CFO, SPY, ACWV 13F-HR 11/6/2018 000172929918000004
Q2 2018 169 179,305 AAPL, CFO, ACWV, CDC 13F-HR 8/14/2018 000095012318008733
Q1 2018 162 180,033 ITOT, ACWV, AAPL, CFO 13F-HR 5/15/2018 000172929918000002
Q4 2017 130 160,903 FTSM, AAPL, EFAV, AGG 13F-HR 2/9/2018 000095012318001205
Additional filings from Keystone Financial Group that have since been restated