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Keystone Financial Services: IVV position timeline

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

Keystone Financial Services held 91,907 IVV 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 91,907 shares
    Change vs previous 13F +36,296 shares

    17.72% of the 13F portfolio, value $68,828,388.

    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 55,611 shares
    Change vs previous 13F +15,543 shares

    10.66% of the 13F portfolio, value $36,325,805.

    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 40,068 shares
    Change vs previous 13F +2,092 shares

    8.28% of the 13F portfolio, value $27,443,715.

    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 37,976 shares
    Change vs previous 13F -406 shares

    7.88% of the 13F portfolio, value $25,417,469.

    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 38,382 shares
    Change vs previous 13F -34,607 shares

    8.11% of the 13F portfolio, value $23,831,241.

    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 72,989 shares
    Change vs previous 13F -10,775 shares

    15.63% of the 13F portfolio, value $41,012,373.

    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 83,764 shares
    Change vs previous 13F +843 shares

    18.88% of the 13F portfolio, value $49,310,068.

    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 82,921 shares
    Change vs previous 13F not available

    18.55% of the 13F portfolio, value $47,830,085.

    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).