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Disclosery

Keystone Financial Services, LLC: IVV position timeline

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

Keystone Financial Services, LLC held 8,761 IVV 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 8,761 shares
    Change vs previous 13F +86 shares

    3.94% of the 13F portfolio, value $6,561,300.

    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 8,675 shares
    Change vs previous 13F +207 shares

    3.81% of the 13F portfolio, value $5,666,831.

    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 8,468 shares
    Change vs previous 13F +14 shares

    3.95% of the 13F portfolio, value $5,799,879.

    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 8,454 shares
    Change vs previous 13F -141 shares

    3.96% of the 13F portfolio, value $5,658,548.

    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 8,595 shares
    Change vs previous 13F +157 shares

    4.06% of the 13F portfolio, value $5,336,754.

    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 8,438 shares
    Change vs previous 13F +2,090 shares

    4.01% of the 13F portfolio, value $4,741,583.

    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 6,348 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $3,736,722.

    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).