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Disclosery

Keystone Financial Services: MUB position timeline

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

Keystone Financial Services held 13,128 MUB 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 13,128 shares
    Change vs previous 13F +902 shares

    0.36% of the 13F portfolio, value $1,412,835.

    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 12,226 shares
    Change vs previous 13F -118 shares

    0.38% of the 13F portfolio, value $1,297,790.

    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 12,344 shares
    Change vs previous 13F +229 shares

    0.4% of the 13F portfolio, value $1,322,166.

    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 12,115 shares
    Change vs previous 13F +851 shares

    0.4% of the 13F portfolio, value $1,290,126.

    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 11,264 shares
    Change vs previous 13F -10 shares

    0.4% of the 13F portfolio, value $1,176,863.

    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 11,274 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,188,731.

    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).