Skip to content
Disclosery

Keystone Wealth Services, LLC: BUFS position timeline

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

Keystone Wealth Services, LLC held 42,142 BUFS 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 42,142 shares
    Change vs previous 13F +26,551 shares

    0.2% of the 13F portfolio, value $1,057,343.

    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 15,591 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $359,528.

    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).