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Disclosery

Keystone Financial Services, LLC: CGMS position timeline

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

Keystone Financial Services, LLC held 128,392 CGMS 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 128,392 shares
    Change vs previous 13F +3,527 shares

    2.11% of the 13F portfolio, value $3,508,947.

    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 124,865 shares
    Change vs previous 13F +2,124 shares

    2.29% of the 13F portfolio, value $3,400,087.

    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 122,741 shares
    Change vs previous 13F +3,110 shares

    2.31% of the 13F portfolio, value $3,390,116.

    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 119,631 shares
    Change vs previous 13F +6,149 shares

    2.32% of the 13F portfolio, value $3,319,761.

    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 113,482 shares
    Change vs previous 13F +4,785 shares

    2.38% of the 13F portfolio, value $3,134,368.

    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 108,697 shares
    Change vs previous 13F +1,652 shares

    2.51% of the 13F portfolio, value $2,967,436.

    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 107,045 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $2,920,187.

    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).