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Keystone Financial Services: MBB position timeline

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

Keystone Financial Services held 73,126 MBB 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 73,126 shares
    Change vs previous 13F +3,924 shares

    1.78% of the 13F portfolio, value $6,911,835.

    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 69,202 shares
    Change vs previous 13F +4,674 shares

    1.93% of the 13F portfolio, value $6,570,736.

    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 64,528 shares
    Change vs previous 13F +4,565 shares

    1.85% of the 13F portfolio, value $6,144,395.

    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 59,963 shares
    Change vs previous 13F +1,212 shares

    1.77% of the 13F portfolio, value $5,705,438.

    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 58,751 shares
    Change vs previous 13F +3,764 shares

    1.88% of the 13F portfolio, value $5,516,137.

    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 54,987 shares
    Change vs previous 13F -14,993 shares

    1.97% of the 13F portfolio, value $5,156,691.

    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 69,980 shares
    Change vs previous 13F +1,018 shares

    2.46% of the 13F portfolio, value $6,415,825.

    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 68,962 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $6,607,295.

    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).