Advertisement
Screener

Keystone Financial Services Last Quarter Change: Foreign Other Stocks, Sold Out

Keystone Financial Services quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Keystone Financial Services opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1865158): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Missouri Trust & Investment CoUnited States$0.341B411
Crestview Partners II GP, L.P.United States$0.341B3
Intergy Private Wealth, LLCUnited States$0.341B123
Crown Wealth Group, LLCUnited States$0.340B145
Cornell Pochily Investment Advisors, Inc.United States$0.340B174
Main Street Group, LTDUnited States$0.340B1,558
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCUnited States$0.340B136
EntryPoint Capital, LLCUnited States$0.341B731
Seneca Financial Advisors LLCUnited States$0.341B64
OFS Enterprise LLCUnited States$0.340B94