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Disclosery

Keystone Financial Services: IDEF position timeline

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

Keystone Financial Services held 284,897 IDEF 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 284,897 shares
    Change vs previous 13F +49,649 shares

    2.33% of the 13F portfolio, value $9,054,043.

    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 235,248 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $7,697,315.

    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).