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Keystone Financial Services, LLC: BRK-B position timeline

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

Keystone Financial Services, LLC held 4,833 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,833 shares
    Change vs previous 13F -213 shares

    1.45% of the 13F portfolio, value $2,418,385.

    13F-HR 0001951757-26-001041 filed by Keystone Financial Services, LLC
    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 5,046 shares
    Change vs previous 13F -119 shares

    1.63% of the 13F portfolio, value $2,418,043.

    13F-HR 0001951757-26-000664 filed by Keystone Financial Services, LLC
    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 5,165 shares
    Change vs previous 13F +235 shares

    1.77% of the 13F portfolio, value $2,596,187.

    13F-HR 0001951757-26-000316 filed by Keystone Financial Services, LLC
    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 4,930 shares
    Change vs previous 13F +122 shares

    1.73% of the 13F portfolio, value $2,478,508.

    13F-HR 0001951757-25-001194 filed by Keystone Financial Services, LLC
    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 4,808 shares
    Change vs previous 13F -18 shares

    1.77% of the 13F portfolio, value $2,335,582.

    13F-HR 0001951757-25-001096 filed by Keystone Financial Services, LLC
    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 4,826 shares
    Change vs previous 13F +608 shares

    2.18% of the 13F portfolio, value $2,570,231.

    13F-HR 0001951757-25-000459 filed by Keystone Financial Services, LLC
    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 4,218 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,911,935.

    13F-HR 0001951757-25-000278 filed by Keystone Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).