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Keystone Financial Services: MSFT position timeline

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

Keystone Financial Services held 5,198 MSFT 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 5,198 shares
    Change vs previous 13F +286 shares

    0.5% of the 13F portfolio, value $1,939,095.

    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 4,912 shares
    Change vs previous 13F +780 shares

    0.53% of the 13F portfolio, value $1,818,357.

    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 4,132 shares
    Change vs previous 13F +39 shares

    0.6% of the 13F portfolio, value $1,998,372.

    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 4,093 shares
    Change vs previous 13F +244 shares

    0.66% of the 13F portfolio, value $2,120,034.

    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 3,849 shares
    Change vs previous 13F +428 shares

    0.65% of the 13F portfolio, value $1,914,553.

    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 3,421 shares
    Change vs previous 13F +658 shares

    0.49% of the 13F portfolio, value $1,284,195.

    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 2,763 shares
    Change vs previous 13F +49 shares

    0.45% of the 13F portfolio, value $1,164,553.

    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 2,714 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,167,744.

    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).