Keystone Wealth Services, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Wealth Services, LLC on DIS, newest first. How the timeline and the estimate are built.
Keystone Wealth Services, LLC held 6,907 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,907 sharesChange vs previous 13F -46 shares
0.12% of the 13F portfolio, value $664,839.
13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,953 sharesChange vs previous 13F -916 shares
0.14% of the 13F portfolio, value $670,145.
13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,869 sharesChange vs previous 13F +100 shares
0.19% of the 13F portfolio, value $895,267.
13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,769 sharesChange vs previous 13F +76 shares
0.19% of the 13F portfolio, value $889,561.
13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,693 sharesChange vs previous 13F +3 shares
0.23% of the 13F portfolio, value $953,958.
13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,690 sharesChange vs previous 13F +51 shares
0.21% of the 13F portfolio, value $758,963.
13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,639 sharesChange vs previous 13F +48 shares
0.23% of the 13F portfolio, value $850,630.
13F-HR 0001085146-25-000846 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,591 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $730,202.
13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).