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Disclosery

Keystone Financial Services: PM position timeline

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

Keystone Financial Services held 11,488 PM 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 11,488 shares
    Change vs previous 13F -1,517 shares

    0.54% of the 13F portfolio, value $2,078,242.

    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 13,005 shares
    Change vs previous 13F +1,025 shares

    0.63% of the 13F portfolio, value $2,150,171.

    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 11,980 shares
    Change vs previous 13F +7 shares

    0.58% of the 13F portfolio, value $1,921,664.

    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 11,973 shares
    Change vs previous 13F +833 shares

    0.6% of the 13F portfolio, value $1,942,045.

    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 11,140 shares
    Change vs previous 13F +184 shares

    0.69% of the 13F portfolio, value $2,029,001.

    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 10,956 shares
    Change vs previous 13F +173 shares

    0.66% of the 13F portfolio, value $1,738,971.

    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 10,783 shares
    Change vs previous 13F +369 shares

    0.5% of the 13F portfolio, value $1,297,747.

    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 10,414 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,264,236.

    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).