Skip to content
Disclosery

Keystone Financial Services: WMG position timeline

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

Keystone Financial Services held 9,559 WMG 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 9,559 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $258,762.

    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 9,477 shares
    Change vs previous 13F +44 shares

    0.07% of the 13F portfolio, value $242,042.

    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 9,433 shares
    Change vs previous 13F -142 shares

    0.09% of the 13F portfolio, value $289,310.

    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 9,575 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $326,125.

    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 9,619 shares
    Change vs previous 13F +342 shares

    0.09% of the 13F portfolio, value $262,022.

    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 9,277 shares
    Change vs previous 13F -1,059 shares

    0.11% of the 13F portfolio, value $290,834.

    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 10,336 shares
    Change vs previous 13F +432 shares

    0.12% of the 13F portfolio, value $320,416.

    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 9,904 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $309,995.

    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).