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Disclosery

Keystone Financial Services: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Services on BNY, newest first. How the timeline and the estimate are built.

Keystone Financial Services held 10,462 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,462 shares
    Change vs previous 13F +24 shares

    0.39% of the 13F portfolio, value $1,512,902.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,438 shares
    Change vs previous 13F -211 shares

    0.36% of the 13F portfolio, value $1,238,306.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,649 shares
    Change vs previous 13F -475 shares

    0.37% of the 13F portfolio, value $1,236,187.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,124 shares
    Change vs previous 13F +375 shares

    0.38% of the 13F portfolio, value $1,212,075.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,749 shares
    Change vs previous 13F +254 shares

    0.33% of the 13F portfolio, value $979,343.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,495 shares
    Change vs previous 13F -953 shares

    0.34% of the 13F portfolio, value $880,208.

    13F-HR 0001865158-25-000002 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,448 shares
    Change vs previous 13F +287 shares

    0.34% of the 13F portfolio, value $879,566.

    13F-HR 0001865158-25-000001 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,161 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $801,999.

    13F-HR 0001865158-24-000005 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).