13F Filings History of KEYNOTE FINANCIAL SERVICES LLC

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$165,819,684
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 163 stock holdings with total value $165,819,684 as of Q3 2025. Top holdings included AAPL, ABBV, MSFT, VUSB, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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