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Disclosery

Keystone Financial Services: IUSB position timeline

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

Keystone Financial Services held 640,210 IUSB 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 640,210 shares
    Change vs previous 13F +147,600 shares

    7.61% of the 13F portfolio, value $29,545,694.

    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 492,610 shares
    Change vs previous 13F -5,636 shares

    6.68% of the 13F portfolio, value $22,753,644.

    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 498,246 shares
    Change vs previous 13F -64,634 shares

    7% of the 13F portfolio, value $23,188,377.

    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 562,880 shares
    Change vs previous 13F +1,570 shares

    8.15% of the 13F portfolio, value $26,292,096.

    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 561,310 shares
    Change vs previous 13F +4,776 shares

    8.83% of the 13F portfolio, value $25,949,371.

    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 556,534 shares
    Change vs previous 13F -113,611 shares

    9.77% of the 13F portfolio, value $25,645,087.

    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 670,145 shares
    Change vs previous 13F +5,690 shares

    11.6% of the 13F portfolio, value $30,290,578.

    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 664,455 shares
    Change vs previous 13F not available

    12.14% of the 13F portfolio, value $31,309,099.

    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).