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Disclosery

Keystone Financial Services: ESGU position timeline

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

Keystone Financial Services held 8,281 ESGU 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 8,281 shares
    Change vs previous 13F +454 shares

    0.35% of the 13F portfolio, value $1,355,317.

    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 7,827 shares
    Change vs previous 13F -726 shares

    0.32% of the 13F portfolio, value $1,106,864.

    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 8,553 shares
    Change vs previous 13F +1,966 shares

    0.38% of the 13F portfolio, value $1,274,193.

    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 6,587 shares
    Change vs previous 13F +84 shares

    0.3% of the 13F portfolio, value $959,034.

    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 6,503 shares
    Change vs previous 13F -415 shares

    0.3% of the 13F portfolio, value $879,825.

    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 6,918 shares
    Change vs previous 13F +2,180 shares

    0.32% of the 13F portfolio, value $843,344.

    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 4,738 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $610,364.

    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 4,738 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $597,808.

    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).