Skip to content
Disclosery

Keystone Financial Services, LLC: SCHD position timeline

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

Keystone Financial Services, LLC held 146,045 SCHD 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 146,045 shares
    Change vs previous 13F -49 shares

    2.78% of the 13F portfolio, value $4,631,103.

    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 146,094 shares
    Change vs previous 13F -1,517 shares

    3.01% of the 13F portfolio, value $4,482,149.

    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 147,611 shares
    Change vs previous 13F -1,455 shares

    2.76% of the 13F portfolio, value $4,048,982.

    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 149,066 shares
    Change vs previous 13F -3,110 shares

    2.85% of the 13F portfolio, value $4,069,514.

    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 152,176 shares
    Change vs previous 13F -7,436 shares

    3.06% of the 13F portfolio, value $4,032,662.

    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 159,612 shares
    Change vs previous 13F +8,360 shares

    3.78% of the 13F portfolio, value $4,462,761.

    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 151,252 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $4,132,210.

    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).