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Disclosery

Keystone Financial Services: MTUM position timeline

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

Keystone Financial Services held 32,221 MTUM 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 32,221 shares
    Change vs previous 13F -11,223 shares

    2.84% of the 13F portfolio, value $11,046,352.

    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 43,444 shares
    Change vs previous 13F +14,911 shares

    3.06% of the 13F portfolio, value $10,426,035.

    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 28,533 shares
    Change vs previous 13F +2,273 shares

    2.16% of the 13F portfolio, value $7,142,191.

    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 26,260 shares
    Change vs previous 13F +567 shares

    2.09% of the 13F portfolio, value $6,734,268.

    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 25,693 shares
    Change vs previous 13F -881 shares

    2.1% of the 13F portfolio, value $6,174,545.

    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 26,574 shares
    Change vs previous 13F +25,057 shares

    2.05% of the 13F portfolio, value $5,371,330.

    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 1,517 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $313,981.

    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).