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Disclosery

Keystone Financial Services: BRK-B position timeline

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

Keystone Financial Services held 6,587 BRK-B 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 6,587 shares
    Change vs previous 13F +101 shares

    0.85% of the 13F portfolio, value $3,296,214.

    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 6,486 shares
    Change vs previous 13F +217 shares

    0.91% of the 13F portfolio, value $3,108,230.

    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 6,269 shares
    Change vs previous 13F -74 shares

    0.95% of the 13F portfolio, value $3,151,258.

    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 6,343 shares
    Change vs previous 13F +304 shares

    0.99% of the 13F portfolio, value $3,188,679.

    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 6,039 shares
    Change vs previous 13F -1,191 shares

    1% of the 13F portfolio, value $2,933,371.

    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 7,230 shares
    Change vs previous 13F -206 shares

    1.47% of the 13F portfolio, value $3,850,340.

    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 7,436 shares
    Change vs previous 13F +170 shares

    1.29% of the 13F portfolio, value $3,370,409.

    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 7,266 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,344,065.

    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).