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Keystone Financial Services, LLC: CGCB position timeline

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

Keystone Financial Services, LLC held 180,534 CGCB 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 180,534 shares
    Change vs previous 13F +3,813 shares

    2.84% of the 13F portfolio, value $4,726,379.

    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 176,721 shares
    Change vs previous 13F +2,056 shares

    3.12% of the 13F portfolio, value $4,640,692.

    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 174,665 shares
    Change vs previous 13F +4,167 shares

    3.15% of the 13F portfolio, value $4,632,103.

    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 170,498 shares
    Change vs previous 13F +8,247 shares

    3.17% of the 13F portfolio, value $4,531,845.

    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 162,251 shares
    Change vs previous 13F +9,363 shares

    3.24% of the 13F portfolio, value $4,267,210.

    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 152,888 shares
    Change vs previous 13F +6,656 shares

    3.4% of the 13F portfolio, value $4,017,898.

    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 146,232 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $3,771,336.

    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).