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Keystone Financial Services, LLC: JHMM position timeline

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

Keystone Financial Services, LLC held 41,038 JHMM 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 41,038 shares
    Change vs previous 13F -1,230 shares

    1.85% of the 13F portfolio, value $3,076,191.

    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 42,268 shares
    Change vs previous 13F +145 shares

    1.91% of the 13F portfolio, value $2,837,032.

    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 42,123 shares
    Change vs previous 13F +4 shares

    1.88% of the 13F portfolio, value $2,758,218.

    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 42,119 shares
    Change vs previous 13F -1,516 shares

    1.91% of the 13F portfolio, value $2,724,696.

    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 43,635 shares
    Change vs previous 13F -1,224 shares

    2.03% of the 13F portfolio, value $2,667,415.

    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 44,859 shares
    Change vs previous 13F +8,655 shares

    2.18% of the 13F portfolio, value $2,570,404.

    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 36,204 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,162,476.

    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).