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Disclosery

Keystone Financial Services: TLH position timeline

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

Keystone Financial Services held 70,324 TLH 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 70,324 shares
    Change vs previous 13F -19,521 shares

    1.82% of the 13F portfolio, value $7,056,986.

    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 89,845 shares
    Change vs previous 13F +3,521 shares

    2.66% of the 13F portfolio, value $9,049,171.

    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 86,324 shares
    Change vs previous 13F +21,194 shares

    2.65% of the 13F portfolio, value $8,776,544.

    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 65,130 shares
    Change vs previous 13F +2,689 shares

    2.08% of the 13F portfolio, value $6,707,753.

    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 62,441 shares
    Change vs previous 13F +18,460 shares

    2.16% of the 13F portfolio, value $6,344,006.

    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 43,981 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,563,029.

    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).