• 13F History

Keystone Financial Services

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$261M
Signature - Title
Ben Rothwell - Compliance Director
Location
Loveland, CO
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Services reported 102 stock holdings with total value $261M as of Q4 2024. Top holdings included IVV, IUSB, IVW, QUAL, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 102 $261M +$7.75M -$2.18M +$5.58M IVV, IUSB, IVW, QUAL, DYNF 13F-HR 1/30/2025, 05:57 PM
Q3 2024 97 $258M +$22.4M -$18.1M +$4.22M IVV, IUSB, IVW, QUAL, DYNF 13F-HR 11/4/2024, 06:32 PM
Q2 2024 87 $241M +$30.3M -$23.6M +$6.66M IVV, IUSB, IVW, QUAL, DYNF 13F-HR 7/23/2024, 12:56 PM
Q1 2024 86 $229M +$46.9M -$44M +$2.92M IVV, IUSB, QUAL, DYNF, EFV 13F-HR 6/13/2024, 04:30 PM
Q4 2023 82 $212M +$22.8M -$17.1M +$5.71M IVV, IUSB, QUAL, EFV, EFG 13F-HR 1/29/2024, 04:43 PM
Q3 2023 83 $189M +$35M -$35.1M -$86.2K IVV, IUSB, EFV, QUAL, EFG 13F-HR 11/7/2023, 07:27 PM
Q2 2023 73 $196M +$1.29M -$762K +$526K IVV, IUSB, QUAL, EFG, EFV 13F-HR 8/2/2023, 03:11 PM
Q1 2023 79 $187M +$30M -$21.8M +$8.18M IVV, IUSB, QUAL, EFG, EFV 13F-HR 4/28/2023, 12:53 PM
Q4 2022 74 $184M +$22.5M -$10.4M +$12.1M IVV, ESGU, IUSB, EFV, EFG 13F-HR 2/1/2023, 11:18 AM
Q3 2022 69 $166M +$25.5M -$19.7M +$5.76M IVV, ESGU, IUSB, EFV, EFG 13F-HR 10/28/2022, 10:07 AM
Q2 2022 74 $181M +$29.3M -$17.8M +$11.5M IVV, ESGU, IUSB, GOVT, EFG 13F-HR 8/3/2022, 10:20 AM
Q1 2022 71 $172M +$26M -$12.7M +$13.3M IVV, ESGU, IUSB, EFV, GOVT 13F-HR 5/10/2022, 03:31 PM
Q4 2021 84 $194M ESGU, IVV, EFV, EFG, IUSB 13F-HR 2/1/2022, 03:21 PM