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Keystone Financial ServicesETFConcentrated trader

CIK: 0001865158 | LOVELAND, CO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR283$388.4M2026-08-06SEC ↗
Q1 2026
13F-HR259$340.7M2026-05-06SEC ↗
Q4 2025
13F-HR261$331.3M2026-02-12SEC ↗
Q3 2025
13F-HR271$322.7M2025-11-13SEC ↗
Q2 2025
13F-HR249$294.0M2025-08-07SEC ↗
Q1 2025
13F-HR216$262.4M2025-04-23SEC ↗
Q4 2024
13F-HR223$261.2M2025-01-31SEC ↗
Q3 2024
13F-HR216$257.9M2024-11-05SEC ↗
Q2 2024
13F-HR200$241.3M2024-07-23SEC ↗
Q1 2024
13F-HR199$229.2M2024-06-13SEC ↗
Q4 2023
13F-HR190$211.6M2024-01-29SEC ↗
Q3 2023
13F-HR171$188.9M2023-11-08SEC ↗
Q2 2023
13F-HR173$195.8M2023-08-02SEC ↗
Q1 2023
13F-HR183$186.7M2023-04-28SEC ↗
Q4 2022
13F-HR185$186.0M2023-02-01SEC ↗
Q3 2022
13F-HR183$172.1K2022-10-28SEC ↗
Q2 2022
13F-HR186$183.9K2022-08-03SEC ↗
Q1 2022
13F-HR164$221.5K2022-05-10SEC ↗
Q4 2021
13F-HR192$194.9K2022-02-01SEC ↗