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Disclosery

Keystone Financial Services, LLC: VOE position timeline

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

Keystone Financial Services, LLC held 22,905 VOE 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 22,905 shares
    Change vs previous 13F -3,480 shares

    2.72% of the 13F portfolio, value $4,526,101.

    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 26,385 shares
    Change vs previous 13F +224 shares

    3.27% of the 13F portfolio, value $4,862,190.

    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 26,161 shares
    Change vs previous 13F +503 shares

    3.16% of the 13F portfolio, value $4,640,263.

    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 25,658 shares
    Change vs previous 13F +404 shares

    3.14% of the 13F portfolio, value $4,479,455.

    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 25,254 shares
    Change vs previous 13F +771 shares

    3.16% of the 13F portfolio, value $4,153,309.

    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 24,483 shares
    Change vs previous 13F +1,289 shares

    3.33% of the 13F portfolio, value $3,930,553.

    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 23,194 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,752,128.

    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).