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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
7,344
Value
$3.84M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of DIA by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,344$3.84M0.2%+1,494+25.5%AddedHolders
Q1 20265,850$2.71M0.2%−359−5.8%ReducedHolders
Q4 20256,209$2.98M0.2%+547+9.7%AddedHolders
Q3 20255,662$2.63M0.2%+81+1.5%AddedHolders
Q2 20255,581$2.46M0.2%−357−6.0%ReducedHolders
Q1 20255,938$2.49M0.3%−918−13.4%ReducedHolders
Q4 20246,856$2.92M0.3%−102−1.5%ReducedHolders
Q3 20246,958$2.94M0.4%+6,958NewHolders
Q2 20240$00.0%−7,478−100.0%Sold outHolders
Q1 20247,478$2.97M0.4%+1,164+18.4%AddedHolders
Q4 20236,314$2.38M0.4%−194−3.0%ReducedHolders
Q3 20236,508$2.18M0.4%−1,227−15.9%ReducedHolders
Q2 20237,735$2.66M0.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,926$2.63M0.5%−123−1.5%ReducedHolders
Q3 20228,049$2.31M0.5%−67−0.8%ReducedHolders
Q2 20228,116$2.50M0.5%−21−0.3%ReducedHolders
Q1 20228,137$2.82M0.5%−122−1.5%ReducedHolders
Q4 20218,259$3.00M0.5%−536−6.1%ReducedHolders
Q3 20218,795$2.98M0.5%−30−0.3%ReducedHolders
Q2 20218,825$3.04M0.6%−207−2.3%ReducedHolders
Q1 20219,032$2.98M0.6%––Holders

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