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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

APAM holding history

Artisan Partners Asset Management Inc. in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APAM overviewAll 13F holders of APAMFull Q2 2026 holdings

Shares (Q2 2026)
29,067
Value
$1.00M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of APAM by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,067$1.00M0.1%+1,550+5.6%AddedHolders
Q1 202627,517$1.00M0.1%+2,726+11.0%AddedHolders
Q4 202524,791$1.01M0.1%00.0%UnchangedHolders
Q3 202524,791$1.08M0.1%00.0%UnchangedHolders
Q2 202524,791$1.10M0.1%00.0%UnchangedHolders
Q1 202524,791$969.3K0.1%+5,874+31.1%AddedHolders
Q4 202418,917$814.4K0.1%00.0%UnchangedHolders
Q3 202418,917$819.5K0.1%+233+1.2%AddedHolders
Q2 202418,684$771.1K0.3%00.0%UnchangedHolders
Q1 202418,684$855.2K0.1%+800+4.5%AddedHolders
Q4 202317,884$790.1K0.1%00.0%UnchangedHolders
Q3 202317,884$669.2K0.1%+250+1.4%AddedHolders
Q2 202317,634$693.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202218,634$553.4K0.1%−1,200−6.1%ReducedHolders
Q3 202219,834$534.0K0.1%−1,100−5.3%ReducedHolders
Q2 202220,934$745.0K0.1%+900+4.5%AddedHolders
Q1 202220,034$788.0K0.1%−1,450−6.7%ReducedHolders
Q4 202121,484$1.02M0.2%+14+0.1%AddedHolders
Q3 202121,470$1.05M0.2%00.0%UnchangedHolders
Q2 202121,470$1.09M0.2%+250+1.2%AddedHolders
Q1 202121,220$1.11M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.