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Disclosery

Keystone Financial Services: TLT position timeline

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

Keystone Financial Services held 5,979 TLT 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 5,979 shares
    Change vs previous 13F +397 shares

    0.13% of the 13F portfolio, value $516,691.

    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 5,582 shares
    Change vs previous 13F -416 shares

    0.14% of the 13F portfolio, value $483,889.

    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 5,998 shares
    Change vs previous 13F -353 shares

    0.16% of the 13F portfolio, value $522,771.

    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 6,351 shares
    Change vs previous 13F -320 shares

    0.18% of the 13F portfolio, value $567,592.

    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 6,671 shares
    Change vs previous 13F -2,359 shares

    0.2% of the 13F portfolio, value $588,719.

    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 9,030 shares
    Change vs previous 13F -28,629 shares

    0.31% of the 13F portfolio, value $821,958.

    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 37,659 shares
    Change vs previous 13F +184 shares

    1.26% of the 13F portfolio, value $3,288,789.

    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 37,475 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,676,240.

    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).