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Disclosery

Keystone Financial Services: IEMG position timeline

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

Keystone Financial Services held 188,291 IEMG 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 188,291 shares
    Change vs previous 13F -89,231 shares

    4.02% of the 13F portfolio, value $15,598,081.

    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 277,522 shares
    Change vs previous 13F +19,162 shares

    5.68% of the 13F portfolio, value $19,357,175.

    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 258,360 shares
    Change vs previous 13F +29,137 shares

    5.24% of the 13F portfolio, value $17,366,973.

    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 229,223 shares
    Change vs previous 13F +6,553 shares

    4.68% of the 13F portfolio, value $15,110,378.

    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 222,670 shares
    Change vs previous 13F +112,809 shares

    4.55% of the 13F portfolio, value $13,366,890.

    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 109,861 shares
    Change vs previous 13F +46,369 shares

    2.26% of the 13F portfolio, value $5,929,177.

    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 63,492 shares
    Change vs previous 13F +782 shares

    1.27% of the 13F portfolio, value $3,315,526.

    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 62,710 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,600,188.

    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).