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Disclosery

Keystone Wealth Services, LLC: CGBL position timeline

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

Keystone Wealth Services, LLC held 94,853 CGBL 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 94,853 shares
    Change vs previous 13F +47,018 shares

    0.67% of the 13F portfolio, value $3,600,613.

    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 47,835 shares
    Change vs previous 13F -362 shares

    0.35% of the 13F portfolio, value $1,645,999.

    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 48,197 shares
    Change vs previous 13F +7,847 shares

    0.36% of the 13F portfolio, value $1,702,809.

    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 40,350 shares
    Change vs previous 13F +10,350 shares

    0.31% of the 13F portfolio, value $1,400,940.

    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 30,000 shares
    Change vs previous 13F -6,084 shares

    0.24% of the 13F portfolio, value $1,003,189.

    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 36,084 shares
    Change vs previous 13F +5,083 shares

    0.3% of the 13F portfolio, value $1,117,888.

    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 31,001 shares
    Change vs previous 13F +8,657 shares

    0.26% of the 13F portfolio, value $969,407.

    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 22,344 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $693,781.

    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).