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Keystone Financial Services, LLC: PSFF position timeline

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

Keystone Financial Services, LLC held 369,114 PSFF 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 369,114 shares
    Change vs previous 13F +8,798 shares

    7.61% of the 13F portfolio, value $12,664,301.

    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 360,316 shares
    Change vs previous 13F +22,851 shares

    7.77% of the 13F portfolio, value $11,546,110.

    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 337,465 shares
    Change vs previous 13F +7,236 shares

    7.43% of the 13F portfolio, value $10,910,243.

    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 330,229 shares
    Change vs previous 13F +9,385 shares

    7.3% of the 13F portfolio, value $10,433,651.

    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 320,844 shares
    Change vs previous 13F +15,730 shares

    7.43% of the 13F portfolio, value $9,779,325.

    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 305,114 shares
    Change vs previous 13F +21,111 shares

    7.38% of the 13F portfolio, value $8,711,005.

    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 284,003 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $8,318,448.

    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).