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Disclosery

Keystone Financial Services: ESGE position timeline

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

Keystone Financial Services held 8,577 ESGE 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 8,577 shares
    Change vs previous 13F -1,485 shares

    0.12% of the 13F portfolio, value $469,076.

    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 10,062 shares
    Change vs previous 13F +455 shares

    0.13% of the 13F portfolio, value $457,519.

    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 9,607 shares
    Change vs previous 13F +1,270 shares

    0.13% of the 13F portfolio, value $424,341.

    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 8,337 shares
    Change vs previous 13F +151 shares

    0.11% of the 13F portfolio, value $361,993.

    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 8,186 shares
    Change vs previous 13F -406 shares

    0.11% of the 13F portfolio, value $320,645.

    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 8,592 shares
    Change vs previous 13F -129 shares

    0.11% of the 13F portfolio, value $300,291.

    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 8,721 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $291,188.

    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 8,707 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $317,013.

    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).