Keystone Wealth Services, LLC: BALT position timeline

Keystone Wealth Services, LLC held 0 BALT shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -18,519 shares

   13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 18,519 shares

   Change vs previous 13F +1,413 shares

   0.13% of the 13F portfolio, value $620,572.

   13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 17,106 shares

   Change vs previous 13F -1,519 shares

   0.12% of the 13F portfolio, value $561,419.

   13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 18,625 shares

   Change vs previous 13F -14,844 shares

   0.14% of the 13F portfolio, value $597,490.

   13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 33,469 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $1,050,257.

   13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).