Keystone Financial Services, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,828
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 54 | 146,828 | 13F-HR | Keystone Financial Services, LLC |
| Q3 2025 | 10/28/2025 | 53 | 142,876 | 13F-HR | Keystone Financial Services, LLC |
| Q2 2025 | 8/14/2025 | 51 | 131,595 | 13F-HR | Keystone Financial Services, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108 K | 73.6% | 3.428 K | 0 | 3.428 K |
| ETFs | 34.19 K | 23.3% | 423 | 0 | 423 |
| Debt | 4.632 K | 3.2% | 100 | 0 | 100 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
146,828
Holdings
54
QoQ value change ($000)
3,952
(2.8%)
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.