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Disclosery

Keystone Financial Services: OMC position timeline

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

Keystone Financial Services held 9,594 OMC 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 9,594 shares
    Change vs previous 13F +236 shares

    0.18% of the 13F portfolio, value $698,703.

    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 9,358 shares
    Change vs previous 13F +1,763 shares

    0.21% of the 13F portfolio, value $704,769.

    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 7,595 shares
    Change vs previous 13F +1,538 shares

    0.19% of the 13F portfolio, value $613,292.

    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 6,057 shares
    Change vs previous 13F +910 shares

    0.15% of the 13F portfolio, value $493,811.

    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 5,147 shares
    Change vs previous 13F +1,054 shares

    0.13% of the 13F portfolio, value $370,270.

    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 4,093 shares
    Change vs previous 13F -38 shares

    0.13% of the 13F portfolio, value $339,353.

    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 4,131 shares
    Change vs previous 13F +85 shares

    0.14% of the 13F portfolio, value $355,456.

    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 4,046 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $418,282.

    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).