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Disclosery

Keystone Financial Services: USXF position timeline

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

Keystone Financial Services held 10,177 USXF 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 10,177 shares
    Change vs previous 13F +441 shares

    0.18% of the 13F portfolio, value $706,792.

    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 9,736 shares
    Change vs previous 13F +19 shares

    0.16% of the 13F portfolio, value $537,427.

    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 9,717 shares
    Change vs previous 13F -4,084 shares

    0.17% of the 13F portfolio, value $559,505.

    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 13,801 shares
    Change vs previous 13F +147 shares

    0.25% of the 13F portfolio, value $790,935.

    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 13,654 shares
    Change vs previous 13F -6,655 shares

    0.25% of the 13F portfolio, value $736,360.

    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 20,309 shares
    Change vs previous 13F +3,292 shares

    0.36% of the 13F portfolio, value $947,821.

    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 17,017 shares
    Change vs previous 13F +6 shares

    0.32% of the 13F portfolio, value $846,067.

    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 17,011 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $834,902.

    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).