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Disclosery

Keystone Financial Services: DFAX position timeline

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

Keystone Financial Services held 14,202 DFAX 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 14,202 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $523,205.

    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 14,202 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $482,445.

    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 14,202 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $464,834.

    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 14,202 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $445,661.

    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 14,202 shares
    Change vs previous 13F -4,440 shares

    0.14% of the 13F portfolio, value $417,115.

    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 18,642 shares
    Change vs previous 13F -399 shares

    0.19% of the 13F portfolio, value $488,422.

    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 19,041 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $473,361.

    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).