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Disclosery

Keystone Financial Services, LLC: CALF position timeline

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

Keystone Financial Services, LLC held 72,227 CALF 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 72,227 shares
    Change vs previous 13F -11,141 shares

    2.2% of the 13F portfolio, value $3,655,404.

    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 83,368 shares
    Change vs previous 13F +1,148 shares

    2.52% of the 13F portfolio, value $3,740,701.

    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 82,220 shares
    Change vs previous 13F +1,612 shares

    2.48% of the 13F portfolio, value $3,648,094.

    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 80,608 shares
    Change vs previous 13F +2,978 shares

    2.47% of the 13F portfolio, value $3,529,006.

    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 77,630 shares
    Change vs previous 13F +4,644 shares

    2.35% of the 13F portfolio, value $3,090,829.

    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 72,986 shares
    Change vs previous 13F +4,433 shares

    2.32% of the 13F portfolio, value $2,736,970.

    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 68,553 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,017,015.

    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).