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Disclosery

Keystone Financial Services, LLC: SDVY position timeline

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

Keystone Financial Services, LLC held 20,195 SDVY 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 20,195 shares
    Change vs previous 13F +39 shares

    0.52% of the 13F portfolio, value $871,198.

    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 20,156 shares
    Change vs previous 13F +341 shares

    0.53% of the 13F portfolio, value $794,742.

    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 19,815 shares
    Change vs previous 13F +252 shares

    0.52% of the 13F portfolio, value $759,321.

    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 19,563 shares
    Change vs previous 13F +431 shares

    0.52% of the 13F portfolio, value $743,794.

    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 19,132 shares
    Change vs previous 13F +756 shares

    0.51% of the 13F portfolio, value $674,982.

    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 18,376 shares
    Change vs previous 13F +2,377 shares

    0.52% of the 13F portfolio, value $615,586.

    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 15,999 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $573,555.

    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).