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Disclosery

Keystone Financial Services: IYW position timeline

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

Keystone Financial Services held 1,920 IYW 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 1,920 shares
    Change vs previous 13F -25 shares

    0.12% of the 13F portfolio, value $484,206.

    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 1,945 shares
    Change vs previous 13F -6,238 shares

    0.1% of the 13F portfolio, value $352,804.

    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 8,183 shares
    Change vs previous 13F -27,890 shares

    0.49% of the 13F portfolio, value $1,633,922.

    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 36,073 shares
    Change vs previous 13F -940 shares

    2.19% of the 13F portfolio, value $7,065,338.

    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 37,013 shares
    Change vs previous 13F -10,021 shares

    2.18% of the 13F portfolio, value $6,413,265.

    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 47,034 shares
    Change vs previous 13F +1,244 shares

    2.52% of the 13F portfolio, value $6,605,505.

    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 45,790 shares
    Change vs previous 13F +474 shares

    2.8% of the 13F portfolio, value $7,304,482.

    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 45,316 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,870,858.

    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).