Skip to content
Disclosery

Keystone Financial Services: VTI position timeline

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

Keystone Financial Services held 1,833 VTI 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 1,833 shares
    Change vs previous 13F -425 shares

    0.17% of the 13F portfolio, value $678,452.

    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 2,258 shares
    Change vs previous 13F +15 shares

    0.21% of the 13F portfolio, value $724,535.

    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 2,243 shares
    Change vs previous 13F -66 shares

    0.23% of the 13F portfolio, value $752,076.

    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 2,309 shares
    Change vs previous 13F -486 shares

    0.23% of the 13F portfolio, value $757,634.

    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 2,795 shares
    Change vs previous 13F -31 shares

    0.29% of the 13F portfolio, value $849,518.

    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 2,826 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $776,729.

    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 2,817 shares
    Change vs previous 13F -49 shares

    0.31% of the 13F portfolio, value $816,577.

    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 2,866 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $811,697.

    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).