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Keystone Financial Services, LLC: JPIE position timeline

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

Keystone Financial Services, LLC held 96,291 JPIE 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 96,291 shares
    Change vs previous 13F -103 shares

    2.66% of the 13F portfolio, value $4,434,207.

    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 96,394 shares
    Change vs previous 13F +3,220 shares

    2.99% of the 13F portfolio, value $4,440,853.

    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 93,174 shares
    Change vs previous 13F +2,183 shares

    2.94% of the 13F portfolio, value $4,313,042.

    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 90,991 shares
    Change vs previous 13F +3,702 shares

    2.96% of the 13F portfolio, value $4,222,903.

    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 87,289 shares
    Change vs previous 13F +5,356 shares

    3.07% of the 13F portfolio, value $4,043,225.

    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 81,933 shares
    Change vs previous 13F +2,813 shares

    3.2% of the 13F portfolio, value $3,774,661.

    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 79,120 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $3,609,440.

    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).