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Disclosery

Keystone Financial Services, LLC: REGL position timeline

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

Keystone Financial Services, LLC held 4,374 REGL 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 4,374 shares
    Change vs previous 13F +187 shares

    0.24% of the 13F portfolio, value $400,570.

    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 4,187 shares
    Change vs previous 13F -366 shares

    0.24% of the 13F portfolio, value $361,811.

    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 4,553 shares
    Change vs previous 13F +125 shares

    0.26% of the 13F portfolio, value $383,456.

    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 4,428 shares
    Change vs previous 13F -216 shares

    0.26% of the 13F portfolio, value $377,877.

    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 4,644 shares
    Change vs previous 13F +1,134 shares

    0.29% of the 13F portfolio, value $378,616.

    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 3,510 shares
    Change vs previous 13F +650 shares

    0.24% of the 13F portfolio, value $283,118.

    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 2,860 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $230,724.

    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).