Keystone Financial Services
All 13F Filings
- Location
- Loveland, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 388,430
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 131 | 388,430 | 13F-HR | Keystone Financial Services |
| Q1 2026 | 5/6/2026 | 119 | 340,743 | 13F-HR | Keystone Financial Services |
| Q4 2025 | 2/12/2026 | 121 | 331,271 | 13F-HR | Keystone Financial Services |
| Q3 2025 | 11/13/2025 | 128 | 322,683 | 13F-HR | Keystone Financial Services |
| Q2 2025 | 8/7/2025 | 116 | 293,957 | 13F-HR | Keystone Financial Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.01 K | 16.5% | 7.785 K | 0 | 7.785 K |
| ETFs | 324.4 K | 83.5% | 39.91 K | 0 | 39.91 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
388,430
Holdings
131
QoQ value change ($000)
47,687
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.