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Disclosery

Keystone Financial Services: EFG position timeline

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

Keystone Financial Services held 108,877 EFG 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 108,877 shares
    Change vs previous 13F +2,897 shares

    3.49% of the 13F portfolio, value $13,546,453.

    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 105,980 shares
    Change vs previous 13F +78,992 shares

    3.46% of the 13F portfolio, value $11,803,081.

    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 26,988 shares
    Change vs previous 13F -52,889 shares

    0.93% of the 13F portfolio, value $3,074,563.

    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 79,877 shares
    Change vs previous 13F -482 shares

    2.82% of the 13F portfolio, value $9,096,432.

    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 80,359 shares
    Change vs previous 13F +1,532 shares

    3.06% of the 13F portfolio, value $9,000,220.

    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 78,827 shares
    Change vs previous 13F -54,823 shares

    3% of the 13F portfolio, value $7,882,757.

    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 133,650 shares
    Change vs previous 13F +3,509 shares

    4.95% of the 13F portfolio, value $12,941,298.

    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 130,141 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $14,009,590.

    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).