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Keystone Wealth Services, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Wealth Services, LLC on BND, newest first. How the timeline and the estimate are built.

Keystone Wealth Services, LLC held 22,105 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,105 shares
    Change vs previous 13F -157 shares

    0.3% of the 13F portfolio, value $1,622,694.

    13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 22,262 shares
    Change vs previous 13F +2,533 shares

    0.35% of the 13F portfolio, value $1,639,361.

    13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,729 shares
    Change vs previous 13F +939 shares

    0.31% of the 13F portfolio, value $1,461,291.

    13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,790 shares
    Change vs previous 13F +183 shares

    0.3% of the 13F portfolio, value $1,397,435.

    13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,607 shares
    Change vs previous 13F -89 shares

    0.33% of the 13F portfolio, value $1,370,064.

    13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,696 shares
    Change vs previous 13F +310 shares

    0.37% of the 13F portfolio, value $1,373,242.

    13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,386 shares
    Change vs previous 13F +2,350 shares

    0.35% of the 13F portfolio, value $1,322,170.

    13F-HR 0001085146-25-000846 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,036 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,204,429.

    13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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