KEYNOTE FINANCIAL SERVICES LLC
All 13F Filings
- Location
- Vernon, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 213,585
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/3/2026 | 185 | 213,585 | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC |
| Q1 2026 | 5/13/2026 | 174 | 188,036 | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC |
| Q4 2025 | 2/13/2026 | 168 | 178,845 | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC |
| Q3 2025 | 10/31/2025 | 163 | 165,820 | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC |
| Q2 2025 | 8/7/2025 | 162 | 148,749 | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 199.3 K | 93.3% | 25.55 K | 0 | 25.55 K |
| ETFs | 14.33 K | 6.7% | 2 | 0 | 2 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
213,585
Holdings
185
QoQ value change ($000)
25,549
(13.6%)
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.