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Disclosery

Keystone Financial Services: IVW position timeline

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

Keystone Financial Services held 195,692 IVW 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 195,692 shares
    Change vs previous 13F -5,986 shares

    6.93% of the 13F portfolio, value $26,913,523.

    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 201,678 shares
    Change vs previous 13F +16,571 shares

    6.69% of the 13F portfolio, value $22,811,825.

    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 185,107 shares
    Change vs previous 13F -1,847 shares

    6.89% of the 13F portfolio, value $22,816,304.

    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 186,954 shares
    Change vs previous 13F +4,135 shares

    6.99% of the 13F portfolio, value $22,569,065.

    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 182,819 shares
    Change vs previous 13F -28,168 shares

    6.85% of the 13F portfolio, value $20,128,325.

    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 210,987 shares
    Change vs previous 13F +4,307 shares

    7.46% of the 13F portfolio, value $19,585,935.

    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 206,680 shares
    Change vs previous 13F +2,546 shares

    8.03% of the 13F portfolio, value $20,984,224.

    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 204,134 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $19,545,870.

    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).