Keystone Financial Services: STIP position timeline

Keystone Financial Services held 3,117 STIP 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 3,117 shares

   Change vs previous 13F +3,117 shares

   0.08% of the 13F portfolio, value $318,432.

   13F-HR 0001986152-26-000106 filed by Keystone Financial Services
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -4,277 shares

   13F-HR 0001986152-26-000061 filed by Keystone Financial Services
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 4,277 shares

   Change vs previous 13F -800 shares

   0.13% of the 13F portfolio, value $437,922.

   13F-HR 0001986152-26-000029 filed by Keystone Financial Services
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,077 shares

   Change vs previous 13F -179 shares

   0.16% of the 13F portfolio, value $524,759.

   13F-HR 0001986152-25-000108 filed by Keystone Financial Services
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,256 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $540,895.

   13F-HR 0001865158-25-000004 filed by Keystone Financial Services
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).