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Disclosery

Keystone Financial Services: EXPE position timeline

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

Keystone Financial Services held 1,112 EXPE 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 1,112 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $284,539.

    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 1,158 shares
    Change vs previous 13F +419 shares

    0.08% of the 13F portfolio, value $267,371.

    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 739 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $209,366.

    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).