• 13F History

Keystone Financial Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Mar 14, 2025
Value $
$109M
Signature - Title
Matthew Secatore - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Services, LLC reported 44 stock holdings with total value $109M as of Q4 2024. Top holdings included VOOG, PVAL, SPLG, PSFF, and FLQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 44 $109M $0 $0 VOOG, PVAL, SPLG, PSFF, FLQM 13F-HR 3/14/2025, 01:57 PM