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Keystone Financial Services, LLC: KMID position timeline

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

Keystone Financial Services, LLC held 198,858 KMID 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 198,858 shares
    Change vs previous 13F +7,656 shares

    3% of the 13F portfolio, value $4,988,502.

    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 191,202 shares
    Change vs previous 13F +10,057 shares

    3.07% of the 13F portfolio, value $4,558,245.

    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 181,145 shares
    Change vs previous 13F +4,788 shares

    3.01% of the 13F portfolio, value $4,416,304.

    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 176,357 shares
    Change vs previous 13F +6,201 shares

    3.05% of the 13F portfolio, value $4,350,733.

    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 170,156 shares
    Change vs previous 13F +8,990 shares

    3.24% of the 13F portfolio, value $4,266,244.

    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 161,166 shares
    Change vs previous 13F +9,997 shares

    3.24% of the 13F portfolio, value $3,822,864.

    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 151,169 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $3,676,436.

    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).