13F Filings History of Keystone Financial Services

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$331,270,605
Signature - Title
Tammi Ellis - Compliance Consultant
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 121 stock holdings with total value $331,270,605 as of Q4 2025. Top holdings included IVV, DYNF, IUSB, IVW, and IVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $331,270,605 +$33,709,811 -$30,947,668 +$2,762,143 IVV, DYNF, IUSB, IVW, IVE 13F-HR 12 Feb 2026, 13:35
Q3 2025 128 $322,682,836 +$11,069,611 -$1,698,564 +$9,371,047 IUSB, QUAL, IVV, EFV, IVW 13F-HR 13 Nov 2025, 15:11
Q2 2025 116 $293,956,856 +$49,740,176 -$41,677,924 +$8,062,252 IUSB, IVV, QUAL, EFV, IVW 13F-HR 06 Aug 2025, 19:20
Q1 2025 100 $262,381,402 +$36,624,931 -$32,204,129 +$4,420,802 IVV, IUSB, QUAL, IVW, DYNF 13F-HR 22 Apr 2025, 18:19
Q4 2024 102 $261,191,442 +$7,751,493 -$2,176,248 +$5,575,245 IVV, IUSB, IVW, QUAL, DYNF 13F-HR 30 Jan 2025, 17:57
Q3 2024 97 $257,883,513 +$22,370,870 -$18,149,078 +$4,221,792 IVV, IUSB, IVW, QUAL, DYNF 13F-HR 04 Nov 2024, 18:32
Q2 2024 87 $241,344,221 +$30,281,744 -$23,621,955 +$6,659,789 IVV, IUSB, IVW, QUAL, DYNF 13F-HR 23 Jul 2024, 12:56
Q1 2024 86 $229,240,593 +$46,896,013 -$43,978,424 +$2,917,589 IVV, IUSB, QUAL, DYNF, EFV 13F-HR 13 Jun 2024, 16:30
Q4 2023 82 $211,636,686 +$22,804,712 -$17,091,755 +$5,712,957 IVV, IUSB, QUAL, EFV, EFG 13F-HR 29 Jan 2024, 16:43
Q3 2023 72 $188,908,630 +$34,984,158 -$35,070,371 -$86,213 IVV, IUSB, EFV, QUAL, EFG 13F-HR 07 Nov 2023, 19:27
Q2 2023 73 $195,809,402 +$1,288,305 -$1,734,112 -$445,807 IVV, IUSB, QUAL, EFG, EFV 13F-HR 02 Aug 2023, 15:11
Q1 2023 79 $186,697,865 +$29,992,534 -$29,144,394 +$848,140 IVV, IUSB, QUAL, EFG, EFV 13F-HR 28 Apr 2023, 12:53
Q4 2022 80 $183,791,381 +$22,700,645 -$21,638,518 +$1,062,127 IVV, ESGU, IUSB, EFV, EFG 13F-HR 01 Feb 2023, 12:18
Q3 2022 83 $168,384,000 +$25,739,733 -$25,058,920 +$680,813 IVV, ESGU, IUSB, EFV, EFG 13F-HR 28 Oct 2022, 10:07
Q2 2022 85 $181,859,000 +$29,510,921 -$20,745,098 +$8,765,823 IVV, ESGU, IUSB, GOVT, EFG 13F-HR 03 Aug 2022, 10:20
Q1 2022 75 $172,650,000 +$26,077,129 -$22,343,516 +$3,733,613 IVV, ESGU, IUSB, EFV, GOVT 13F-HR 10 May 2022, 15:31
Q4 2021 86 $194,886,000 $0 $0 $0 ESGU, IVV, EFV, EFG, IUSB 13F-HR 01 Feb 2022, 16:21