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Disclosery

Keystone Financial Services, LLC: CGGR position timeline

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

Keystone Financial Services, LLC held 15,649 CGGR 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 15,649 shares
    Change vs previous 13F +536 shares

    0.44% of the 13F portfolio, value $738,637.

    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 15,113 shares
    Change vs previous 13F -1,459 shares

    0.41% of the 13F portfolio, value $607,400.

    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 16,572 shares
    Change vs previous 13F +336 shares

    0.5% of the 13F portfolio, value $736,968.

    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 16,236 shares
    Change vs previous 13F +180 shares

    0.5% of the 13F portfolio, value $713,079.

    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 16,056 shares
    Change vs previous 13F +1,728 shares

    0.5% of the 13F portfolio, value $652,671.

    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 14,328 shares
    Change vs previous 13F +1,708 shares

    0.42% of the 13F portfolio, value $490,738.

    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 12,620 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $469,094.

    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).