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Disclosery

Keystone Financial Services: QUAL position timeline

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

Keystone Financial Services held 7,419 QUAL 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 7,419 shares
    Change vs previous 13F -51,102 shares

    0.42% of the 13F portfolio, value $1,627,925.

    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 58,521 shares
    Change vs previous 13F -47,698 shares

    3.29% of the 13F portfolio, value $11,224,998.

    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 106,219 shares
    Change vs previous 13F -24,898 shares

    6.37% of the 13F portfolio, value $21,097,186.

    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 131,117 shares
    Change vs previous 13F +2,259 shares

    7.9% of the 13F portfolio, value $25,502,326.

    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 128,858 shares
    Change vs previous 13F +5,856 shares

    8.01% of the 13F portfolio, value $23,557,738.

    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 123,002 shares
    Change vs previous 13F +21,490 shares

    8.01% of the 13F portfolio, value $21,019,827.

    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 101,512 shares
    Change vs previous 13F +1,496 shares

    6.92% of the 13F portfolio, value $18,077,189.

    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 100,016 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $17,933,001.

    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).