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Keystone Financial Services, LLC: JPSE position timeline

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

Keystone Financial Services, LLC held 161,413 JPSE 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 161,413 shares
    Change vs previous 13F +109 shares

    5.83% of the 13F portfolio, value $9,711,430.

    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 161,304 shares
    Change vs previous 13F +4,731 shares

    5.69% of the 13F portfolio, value $8,457,149.

    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 156,573 shares
    Change vs previous 13F +2,698 shares

    5.34% of the 13F portfolio, value $7,840,230.

    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 153,875 shares
    Change vs previous 13F +3,161 shares

    5.36% of the 13F portfolio, value $7,664,500.

    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 150,714 shares
    Change vs previous 13F +7,539 shares

    5.21% of the 13F portfolio, value $6,855,666.

    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 143,175 shares
    Change vs previous 13F +18,552 shares

    5.28% of the 13F portfolio, value $6,240,992.

    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 124,623 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $5,833,455.

    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).