KEYNOTE FINANCIAL SERVICES LLC
All 13F Filings
- Location
- Vernon, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 188,036
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.7 K | 92.4% | 3.33 K | 0 | 3.33 K |
| ETFs | 14.33 K | 7.6% | 5.859 K | 0 | 5.859 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
188,036
Holdings
174
QoQ value change ($000)
9,191
(5.1%)
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.