Skip to content
Disclosery

Keystone Financial Services: EFV position timeline

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

Keystone Financial Services held 115,581 EFV 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 115,581 shares
    Change vs previous 13F -132,009 shares

    2.28% of the 13F portfolio, value $8,847,719.

    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 247,590 shares
    Change vs previous 13F -47,329 shares

    5.4% of the 13F portfolio, value $18,408,311.

    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 294,919 shares
    Change vs previous 13F -56,133 shares

    6.36% of the 13F portfolio, value $21,060,136.

    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 351,052 shares
    Change vs previous 13F +6,623 shares

    7.38% of the 13F portfolio, value $23,811,847.

    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 344,429 shares
    Change vs previous 13F +140,213 shares

    7.44% of the 13F portfolio, value $21,864,327.

    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 204,216 shares
    Change vs previous 13F -66,287 shares

    4.59% of the 13F portfolio, value $12,036,520.

    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 270,503 shares
    Change vs previous 13F +6,322 shares

    5.43% of the 13F portfolio, value $14,193,258.

    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 264,181 shares
    Change vs previous 13F not available

    5.89% of the 13F portfolio, value $15,198,311.

    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).