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Keystone Financial Services, LLC: VOOG position timeline

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

Keystone Financial Services, LLC held 235,173 VOOG 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 235,173 shares
    Change vs previous 13F +194,921 shares

    11.67% of the 13F portfolio, value $19,430,012.

    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 40,252 shares
    Change vs previous 13F +689 shares

    11.04% of the 13F portfolio, value $16,410,300.

    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 39,563 shares
    Change vs previous 13F -317 shares

    11.98% of the 13F portfolio, value $17,589,145.

    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 39,880 shares
    Change vs previous 13F -52 shares

    12.15% of the 13F portfolio, value $17,366,346.

    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 39,932 shares
    Change vs previous 13F +762 shares

    12.03% of the 13F portfolio, value $15,834,769.

    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 39,170 shares
    Change vs previous 13F +1,572 shares

    11.09% of the 13F portfolio, value $13,101,676.

    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 37,598 shares
    Change vs previous 13F not available

    12.62% of the 13F portfolio, value $13,762,959.

    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).