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Disclosery

Keystone Financial Services: OEF position timeline

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

Keystone Financial Services held 1,234 OEF 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 1,234 shares
    Change vs previous 13F -66 shares

    0.12% of the 13F portfolio, value $451,682.

    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 1,300 shares
    Change vs previous 13F -48,514 shares

    0.12% of the 13F portfolio, value $413,745.

    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 49,814 shares
    Change vs previous 13F +19,572 shares

    5.16% of the 13F portfolio, value $17,084,706.

    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 30,242 shares
    Change vs previous 13F +1,513 shares

    3.12% of the 13F portfolio, value $10,065,823.

    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 28,729 shares
    Change vs previous 13F +9,654 shares

    2.97% of the 13F portfolio, value $8,743,685.

    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 19,075 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,166,213.

    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).