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Disclosery

Keystone Financial Services: WFC position timeline

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

Keystone Financial Services held 18,117 WFC 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 18,117 shares
    Change vs previous 13F +384 shares

    0.39% of the 13F portfolio, value $1,497,158.

    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 17,733 shares
    Change vs previous 13F -995 shares

    0.41% of the 13F portfolio, value $1,411,726.

    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 18,728 shares
    Change vs previous 13F -76 shares

    0.53% of the 13F portfolio, value $1,745,495.

    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 18,804 shares
    Change vs previous 13F +1,004 shares

    0.49% of the 13F portfolio, value $1,576,137.

    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 17,800 shares
    Change vs previous 13F +419 shares

    0.49% of the 13F portfolio, value $1,426,162.

    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 17,381 shares
    Change vs previous 13F -1,137 shares

    0.48% of the 13F portfolio, value $1,247,771.

    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 18,518 shares
    Change vs previous 13F -808 shares

    0.5% of the 13F portfolio, value $1,300,738.

    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 19,326 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,091,730.

    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).