Director Compliance and Oversight

0001865158-23-000004.txt : 20230802 0001865158-23-000004.hdr.sgml : 20230802 20230802151124 ACCESSION NUMBER: 0001865158-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Services CENTRAL INDEX KEY: 0001865158 IRS NUMBER: 274282782 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21556 FILM NUMBER: 231135115 BUSINESS ADDRESS: STREET 1: 4090 CLYDESDALE PARKWAY STREET 2: SUITE 201 CITY: LOVELAND STATE: CO ZIP: 80538 BUSINESS PHONE: 970-744-5408 MAIL ADDRESS: STREET 1: 4090 CLYDESDALE PARKWAY STREET 2: SUITE 201 CITY: LOVELAND STATE: CO ZIP: 80538 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001865158 XXXXXXXX 06-30-2023 06-30-2023 Keystone Financial Services

4090 CLYDESDALE PARKWAY SUITE 201 LOVELAND CO 80538

13F HOLDINGS REPORT 028-21556 801-119534 N Sarah Nelson Director Compliance and Oversight 970-744-5408 Sarah Nelson Loveland CO 08-02-2023 0 173 195809402 false INFORMATION TABLE 2 keystonefinancialservices13f.xml ALPHABET INC CAP STK CL A 02079K305 216418 1808 SH SOLE 0 0 0 1808 ALPHABET INC CAP STK CL A 02079K305 31721 265 SH SOLE 0 0 0 265 ALPHABET INC CAP STK CL C 02079K107 997398 8245 SH SOLE 0 0 0 8245 ALPHABET INC CAP STK CL C 02079K107 9436 78 SH SOLE 0 0 0 78 ALPHABET INC CAP STK CL C 02079K107 559486 4625 SH SOLE 0 0 0 4625 AMERISOURCEBERGEN CORP COM 03073E105 618183 3213 SH SOLE 0 0 0 3213 AMERISOURCEBERGEN CORP COM 03073E105 5388 28 SH SOLE 0 0 0 28 AMERISOURCEBERGEN CORP COM 03073E105 86786 451 SH SOLE 0 0 0 451 ANALOG DEVICES INC COM 032654105 522120 2680 SH SOLE 0 0 0 2680 ANALOG DEVICES INC COM 032654105 5455 28 SH SOLE 0 0 0 28 ANALOG DEVICES INC COM 032654105 69937 359 SH SOLE 0 0 0 359 APPLE INC COM 037833100 670748 3458 SH SOLE 0 0 0 3458 BANK AMERICA CORP COM 060505104 257410 8972 SH SOLE 0 0 0 8972 BANK AMERICA CORP COM 060505104 2439 85 SH SOLE 0 0 0 85 BANK AMERICA CORP COM 060505104 31559 1100 SH SOLE 0 0 0 1100 BANK NEW YORK MELLON CORP COM 064058100 262822 5903 SH SOLE 0 0 0 5903 BANK NEW YORK MELLON CORP COM 064058100 2449 55 SH SOLE 0 0 0 55 BANK NEW YORK MELLON CORP COM 064058100 184046 4134 SH SOLE 0 0 0 4134 BECTON DICKINSON & CO COM 075887109 446330 1691 SH SOLE 0 0 0 1691 BECTON DICKINSON & CO COM 075887109 4752 18 SH SOLE 0 0 0 18 BECTON DICKINSON & CO COM 075887109 241833 916 SH SOLE 0 0 0 916 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1765357 5177 SH SOLE 0 0 0 5177 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16368 48 SH SOLE 0 0 0 48 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 854887 2507 SH SOLE 0 0 0 2507 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 27692 567 SH SOLE 0 0 0 567 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 506126 10363 SH SOLE 0 0 0 10363 BOOKING HOLDINGS INC COM 09857L108 442854 164 SH SOLE 0 0 0 164 BOOKING HOLDINGS INC COM 09857L108 5401 2 SH SOLE 0 0 0 2 BOOKING HOLDINGS INC COM 09857L108 475258 176 SH SOLE 0 0 0 176 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 282565 1706 SH SOLE 0 0 0 1706 CARMAX INC COM 143130102 440178 5259 SH SOLE 0 0 0 5259 CARMAX INC COM 143130102 3599 43 SH SOLE 0 0 0 43 CARMAX INC COM 143130102 329276 3934 SH SOLE 0 0 0 3934 COMCAST CORP NEW CL A 20030N101 542560 13058 SH SOLE 0 0 0 13058 COMCAST CORP NEW CL A 20030N101 5775 139 SH SOLE 0 0 0 139 COMCAST CORP NEW CL A 20030N101 296542 7137 SH SOLE 0 0 0 7137 EBAY INC. 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