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Disclosery

Keystone Financial Services, LLC: HTAB position timeline

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

Keystone Financial Services, LLC held 17,606 HTAB 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 17,606 shares
    Change vs previous 13F -4,677 shares

    0.2% of the 13F portfolio, value $337,720.

    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 22,283 shares
    Change vs previous 13F +1,470 shares

    0.28% of the 13F portfolio, value $423,374.

    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 20,813 shares
    Change vs previous 13F +669 shares

    0.27% of the 13F portfolio, value $398,575.

    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 20,144 shares
    Change vs previous 13F +1,431 shares

    0.27% of the 13F portfolio, value $385,351.

    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 18,713 shares
    Change vs previous 13F +4,304 shares

    0.27% of the 13F portfolio, value $350,126.

    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 14,409 shares
    Change vs previous 13F +1,755 shares

    0.23% of the 13F portfolio, value $276,218.

    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 12,654 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $244,986.

    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).