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Disclosery

Keystone Financial Services: SPDW position timeline

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

Keystone Financial Services held 5,718 SPDW 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 5,718 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $288,124.

    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 5,718 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $261,021.

    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 5,718 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $253,931.

    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 5,718 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $244,668.

    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 5,731 shares
    Change vs previous 13F -1,692 shares

    0.08% of the 13F portfolio, value $232,037.

    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 7,423 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $270,267.

    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).