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Keystone Financial Services, LLC

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13F filer, CIK 2046033, OMAHA, NE

Keystone Financial Services, LLC reported $148,665,594 across 58 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 64.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000664

Period
2026-03-31
Reported value
$149M
Holdings
58
Top 10 weight
64.36%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PVALadded+15,924$739K
PSFFadded+22,851$732K
GDLCnew+20,940$653K
FLQMadded+9,253$508K
VOOGadded+689$281K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-197-$128K
RDVYreduced-881-$60.2K
CGGRreduced-1,459-$58.6K
BRK-Breduced-119-$57K
UNPreduced-194-$47.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000664, largest first. % of portfolio is the value over $148,665,594, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 303,926 shares; 2025Q1: 325,530 shares; 2025Q2: 341,241 shares; 2025Q3: 350,124 shares; 2025Q4: 355,400 shares; 2026Q1: 371,324 shares 371,324$17.2M11.59%+15,924Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,598 shares; 2025Q1: 39,170 shares; 2025Q2: 39,932 shares; 2025Q3: 39,880 shares; 2025Q4: 39,563 shares; 2026Q1: 40,252 shares 40,252$16.4M11.04%+689Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162,921 shares; 2025Q1: 169,472 shares; 2025Q2: 175,002 shares; 2025Q3: 178,454 shares; 2025Q4: 179,994 shares; 2026Q1: 183,601 shares 183,601$14.1M9.45%+3,607Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,003 shares; 2025Q1: 305,114 shares; 2025Q2: 320,844 shares; 2025Q3: 330,229 shares; 2025Q4: 337,465 shares; 2026Q1: 360,316 shares 360,316$11.5M7.77%+22,851Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,623 shares; 2025Q1: 143,175 shares; 2025Q2: 150,714 shares; 2025Q3: 153,875 shares; 2025Q4: 156,573 shares; 2026Q1: 161,304 shares 161,304$8.46M5.69%+4,731Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,001 shares; 2025Q1: 125,137 shares; 2025Q2: 131,534 shares; 2025Q3: 136,666 shares; 2025Q4: 141,060 shares; 2026Q1: 150,313 shares 150,313$8.26M5.55%+9,253Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,348 shares; 2025Q1: 8,438 shares; 2025Q2: 8,595 shares; 2025Q3: 8,454 shares; 2025Q4: 8,468 shares; 2026Q1: 8,675 shares 8,675$5.67M3.81%+207Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,194 shares; 2025Q1: 24,483 shares; 2025Q2: 25,254 shares; 2025Q3: 25,658 shares; 2025Q4: 26,161 shares; 2026Q1: 26,385 shares 26,385$4.86M3.27%+224Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146,232 shares; 2025Q1: 152,888 shares; 2025Q2: 162,251 shares; 2025Q3: 170,498 shares; 2025Q4: 174,665 shares; 2026Q1: 176,721 shares 176,721$4.64M3.12%+2,056Timeline
KMIDVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,169 shares; 2025Q1: 161,166 shares; 2025Q2: 170,156 shares; 2025Q3: 176,357 shares; 2025Q4: 181,145 shares; 2026Q1: 191,202 shares 191,202$4.56M3.07%+10,057Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,252 shares; 2025Q1: 159,612 shares; 2025Q2: 152,176 shares; 2025Q3: 149,066 shares; 2025Q4: 147,611 shares; 2026Q1: 146,094 shares 146,094$4.48M3.01%-1,517Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,120 shares; 2025Q1: 81,933 shares; 2025Q2: 87,289 shares; 2025Q3: 90,991 shares; 2025Q4: 93,174 shares; 2026Q1: 96,394 shares 96,394$4.44M2.99%+3,220Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,422 shares; 2025Q1: 66,433 shares; 2025Q2: 69,577 shares; 2025Q3: 72,782 shares; 2025Q4: 74,482 shares; 2026Q1: 76,316 shares 76,316$3.86M2.6%+1,834Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,553 shares; 2025Q1: 72,986 shares; 2025Q2: 77,630 shares; 2025Q3: 80,608 shares; 2025Q4: 82,220 shares; 2026Q1: 83,368 shares 83,368$3.74M2.52%+1,148Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,650 shares; 2025Q1: 5,958 shares; 2025Q2: 6,085 shares; 2025Q3: 6,041 shares; 2025Q4: 6,078 shares; 2026Q1: 6,227 shares 6,227$3.59M2.42%+149Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,045 shares; 2025Q1: 108,697 shares; 2025Q2: 113,482 shares; 2025Q3: 119,631 shares; 2025Q4: 122,741 shares; 2026Q1: 124,865 shares 124,865$3.4M2.29%+2,124Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,204 shares; 2025Q1: 44,859 shares; 2025Q2: 43,635 shares; 2025Q3: 42,119 shares; 2025Q4: 42,123 shares; 2026Q1: 42,268 shares 42,268$2.84M1.91%+145Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,218 shares; 2025Q1: 4,826 shares; 2025Q2: 4,808 shares; 2025Q3: 4,930 shares; 2025Q4: 5,165 shares; 2026Q1: 5,046 shares 5,046$2.42M1.63%-119Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,598 shares; 2025Q1: 10,425 shares; 2025Q2: 10,140 shares; 2025Q3: 10,260 shares; 2025Q4: 9,731 shares; 2026Q1: 10,010 shares 10,010$1.75M1.17%+279Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 2,075 shares; 2025Q2: 2,096 shares; 2025Q3: 2,455 shares; 2025Q4: 2,440 shares; 2026Q1: 2,425 shares 2,425$1.45M0.97%-15Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,161 shares; 2025Q2: 6,181 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares; 2026Q1: 5,888 shares 5,888$1.43M0.96%-194Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,454 shares; 2025Q1: 5,754 shares; 2025Q2: 5,617 shares; 2025Q3: 5,624 shares; 2025Q4: 5,675 shares; 2026Q1: 5,592 shares 5,592$1.42M0.95%-83Timeline
FRTYTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,436 shares; 2025Q1: 54,289 shares; 2025Q2: 56,628 shares; 2025Q3: 58,225 shares; 2025Q4: 58,768 shares; 2026Q1: 60,275 shares 60,275$1.17M0.79%+1,507Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,940 shares; 2025Q1: 13,892 shares; 2025Q2: 13,044 shares; 2025Q3: 12,564 shares; 2025Q4: 11,704 shares; 2026Q1: 11,621 shares 11,621$1.08M0.73%-83Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,707 shares; 2025Q1: 11,245 shares; 2025Q2: 11,247 shares; 2025Q3: 11,198 shares; 2025Q4: 11,100 shares; 2026Q1: 11,071 shares 11,071$995K0.67%-29Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,780 shares; 2025Q1: 14,743 shares; 2025Q2: 14,806 shares; 2025Q3: 14,688 shares; 2025Q4: 14,376 shares; 2026Q1: 13,495 shares 13,495$921K0.62%-881Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,856 shares; 2025Q1: 49,902 shares; 2025Q2: 52,332 shares; 2025Q3: 51,332 shares; 2025Q4: 51,601 shares; 2026Q1: 52,201 shares 52,201$829K0.56%+600Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 2,508 shares; 2025Q2: 2,545 shares; 2025Q3: 2,640 shares; 2025Q4: 2,659 shares; 2026Q1: 2,641 shares 2,641$798K0.54%-18Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,999 shares; 2025Q1: 18,376 shares; 2025Q2: 19,132 shares; 2025Q3: 19,563 shares; 2025Q4: 19,815 shares; 2026Q1: 20,156 shares 20,156$795K0.53%+341Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,991 shares; 2025Q1: 4,035 shares; 2025Q2: 4,589 shares; 2025Q3: 4,592 shares; 2025Q4: 4,596 shares; 2026Q1: 4,610 shares 4,610$782K0.53%+14Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 2,721 shares; 2025Q2: 2,543 shares; 2025Q3: 2,554 shares; 2025Q4: 2,552 shares; 2026Q1: 2,536 shares 2,536$728K0.49%-16Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,100 shares; 2025Q1: 10,681 shares; 2025Q2: 10,732 shares; 2025Q3: 10,734 shares; 2025Q4: 10,736 shares; 2026Q1: 10,702 shares 10,702$723K0.49%-34Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,677 shares; 2025Q1: 3,128 shares; 2025Q2: 3,046 shares; 2025Q3: 3,090 shares; 2025Q4: 3,104 shares; 2026Q1: 3,362 shares 3,362$700K0.47%+258Timeline
GDLCGRAYSCALE COINDESK CRYPTOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,940 shares 20,940$653K0.44%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 1,584 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,678 shares 1,678$624K0.42%+92Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,620 shares; 2025Q1: 14,328 shares; 2025Q2: 16,056 shares; 2025Q3: 16,236 shares; 2025Q4: 16,572 shares; 2026Q1: 15,113 shares 15,113$607K0.41%-1,459Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,347 shares; 2025Q1: 2,199 shares; 2025Q2: 1,977 shares; 2025Q3: 1,981 shares; 2025Q4: 1,988 shares; 2026Q1: 1,954 shares 1,954$512K0.34%-34Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,731 shares; 2025Q1: 2,207 shares; 2025Q2: 2,138 shares; 2025Q3: 2,086 shares; 2025Q4: 2,038 shares; 2026Q1: 1,970 shares 1,970$507K0.34%-68Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares; 2025Q4: 11,758 shares; 2026Q1: 24,566 shares 24,566$488K0.33%+12,808Timeline
HTABHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,654 shares; 2025Q1: 14,409 shares; 2025Q2: 18,713 shares; 2025Q3: 20,144 shares; 2025Q4: 20,813 shares; 2026Q1: 22,283 shares 22,283$423K0.28%+1,470Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 4,910 shares; 2025Q2: 3,875 shares; 2025Q3: 3,901 shares; 2025Q4: 3,916 shares; 2026Q1: 3,875 shares 3,875$411K0.28%-41Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,860 shares; 2025Q1: 3,510 shares; 2025Q2: 4,644 shares; 2025Q3: 4,428 shares; 2025Q4: 4,553 shares; 2026Q1: 4,187 shares 4,187$362K0.24%-366Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,493 shares; 2025Q2: 12,986 shares; 2025Q3: 12,730 shares; 2025Q4: 11,980 shares; 2026Q1: 11,836 shares 11,836$344K0.23%-144Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,524 shares; 2025Q2: 11,794 shares; 2025Q3: 11,818 shares; 2025Q4: 11,053 shares; 2026Q1: 11,066 shares 11,066$343K0.23%+13Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,698 shares; 2025Q3: 6,809 shares; 2025Q4: 7,402 shares; 2026Q1: 7,729 shares 7,729$301K0.2%+327Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 170 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 171 shares 171$296K0.2%+2Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 479 shares; 2025Q1: 637 shares; 2025Q2: 669 shares; 2025Q3: 680 shares; 2025Q4: 686 shares; 2026Q1: 753 shares 753$279K0.19%+67Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 944 shares; 2026Q1: 954 shares 954$274K0.18%+10Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares; 2026Q1: 897 shares 897$257K0.17%+1Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 655 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 574 shares; 2026Q1: 377 shares 377$245K0.17%-197Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: 2,411 shares 2,411$232K0.16%-75Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 361 shares; 2025Q4: 392 shares; 2026Q1: 404 shares 404$231K0.16%+12Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 1,879 shares; 2025Q4: 1,954 shares; 2026Q1: 1,687 shares 1,687$226K0.15%-267Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: 677 shares 677$221K0.15%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares; 2025Q4: 5,175 shares; 2026Q1: 7,079 shares 7,079$212K0.14%+1,904Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,610 shares 1,610$206K0.14%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,038 shares 2,038$202K0.14%newTimeline
BSOLBITWISE SOLANA STAKING ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,817 shares 16,817$186K0.12%newTimeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000664 base2026-04-21acceptance time not in the bulk data set