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Disclosery

Keystone Financial Services: UL position timeline

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

Keystone Financial Services held 16,254 UL 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 16,254 shares
    Change vs previous 13F +306 shares

    0.25% of the 13F portfolio, value $977,183.

    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 15,948 shares
    Change vs previous 13F +1,324 shares

    0.27% of the 13F portfolio, value $908,557.

    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 14,624 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $956,409.

    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).