• 13F History

Keystone Financial Group, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$124M
Signature - Title
Andrew J. Gilbert - Chief Investment Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Group, Inc. reported 160 stock holdings with total value $124M as of Q4 2024. Top holdings included DFAU, SGOV, SCHD, VIGI, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 160 $124M $0 $0 DFAU, SGOV, SCHD, VIGI, VIG 13F-HR 1/28/2025, 09:11 AM