Quick Takeaways
- KEYNOTE FINANCIAL SERVICES LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $178,845,408.
- Info
- Portfolio
13F Filings History of KEYNOTE FINANCIAL SERVICES LLC
- Latest 13F report
- Q4 2025 - 13 Feb 2026
- Value $
- $178,845,408
- Signature - Title
- Kent D. Zahner - LLC Member / CCO
- Location
- Vernon, CT
- Summary
- This page shows a list of all the recent 13F filings made by KEYNOTE FINANCIAL SERVICES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KEYNOTE FINANCIAL SERVICES LLC reported 168 stock holdings with total value $178,845,408 as of Q4 2025. Top holdings included AAPL, ABBV, VUSB, BRKB, and RTX.
Follow Filing Activity
Follow KEYNOTE FINANCIAL SERVICES LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 12 Feb 2026, 17:36.
- Reported value moved from $165,819,684 to $178,845,408.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 168 | $178,845,408 | +$11,548,376 | -$8,222,045 | +$3,326,331 | AAPL, ABBV, VUSB, BRKB, RTX | 13F-HR | 12 Feb 2026, 17:36 |
| Q3 2025 | 163 | $165,819,684 | +$8,166,036 | -$4,367,299 | +$3,798,737 | AAPL, ABBV, MSFT, VUSB, BRKB | 13F-HR | 31 Oct 2025, 12:54 |
| Q2 2025 | 162 | $148,748,757 | +$9,105,717 | -$3,686,929 | +$5,418,788 | AAPL, ABBV, MSFT, BRKB, RTX | 13F-HR | 07 Aug 2025, 15:44 |
| Q1 2025 | 158 | $140,045,673 | +$8,566,702 | -$2,243,614 | +$6,323,088 | AAPL, ABBV, RTX, BRKB, MSFT | 13F-HR | 09 May 2025, 16:19 |
| Q4 2024 | 152 | $130,371,945 | +$7,254,814 | -$4,372,400 | +$2,882,414 | AAPL, ABBV, MSFT, RTX, BRKB | 13F-HR | 05 Feb 2025, 15:58 |
| Q3 2024 | 156 | $130,918,508 | +$6,654,076 | -$3,342,659 | +$3,311,417 | AAPL, ABBV, MSFT, RTX, ABT | 13F-HR | 31 Oct 2024, 15:52 |
| Q2 2024 | 150 | $119,558,629 | +$6,864,994 | -$5,169,403 | +$1,695,591 | AAPL, ABBV, MSFT, RTX, ABT | 13F-HR | 24 Jul 2024, 14:41 |
| Q1 2024 | 151 | $118,705,988 | $0 | $0 | $0 | AAPL, ABBV, MSFT, ABT, RTX | 13F-HR | 13 Jun 2024, 14:36 |