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Disclosery

Keystone Financial Services: IVE position timeline

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

Keystone Financial Services held 100,629 IVE 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 100,629 shares
    Change vs previous 13F -22,237 shares

    5.88% of the 13F portfolio, value $22,848,859.

    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 122,866 shares
    Change vs previous 13F +21,932 shares

    7.61% of the 13F portfolio, value $25,943,175.

    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 100,934 shares
    Change vs previous 13F +7,104 shares

    6.46% of the 13F portfolio, value $21,404,917.

    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 93,830 shares
    Change vs previous 13F +2,237 shares

    6% of the 13F portfolio, value $19,376,811.

    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 91,593 shares
    Change vs previous 13F +16,366 shares

    6.09% of the 13F portfolio, value $17,899,267.

    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 75,227 shares
    Change vs previous 13F +21,761 shares

    5.46% of the 13F portfolio, value $14,336,669.

    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 53,466 shares
    Change vs previous 13F +760 shares

    3.91% of the 13F portfolio, value $10,205,676.

    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 52,706 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $10,391,905.

    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).