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Disclosery

Keystone Financial Services, LLC: SPYM position timeline

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

Keystone Financial Services, LLC held 183,436 SPYM 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 183,436 shares
    Change vs previous 13F -165 shares

    9.69% of the 13F portfolio, value $16,120,392.

    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 183,601 shares
    Change vs previous 13F +3,607 shares

    9.45% of the 13F portfolio, value $14,052,842.

    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 179,994 shares
    Change vs previous 13F +1,540 shares

    9.83% of the 13F portfolio, value $14,439,103.

    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 178,454 shares
    Change vs previous 13F +3,452 shares

    9.78% of the 13F portfolio, value $13,980,100.

    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 175,002 shares
    Change vs previous 13F +5,530 shares

    9.67% of the 13F portfolio, value $12,720,867.

    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 169,472 shares
    Change vs previous 13F +6,551 shares

    9.44% of the 13F portfolio, value $11,144,460.

    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 162,921 shares
    Change vs previous 13F not available

    10.3% of the 13F portfolio, value $11,231,743.

    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).