| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 28.0% |
| ISHARES TR | 8 | Q3 2023 | 16.7% |
| ISHARES TR | 8 | Q3 2023 | 11.5% |
| ISHARES TR | 8 | Q3 2023 | 7.5% |
| ISHARES TR | 8 | Q3 2023 | 7.9% |
| ISHARES TR | 8 | Q3 2023 | 7.0% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 2.5% |
| ISHARES TR | 8 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.5% |
View Keystone Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-01 |
View Keystone Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.