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Keystone Wealth Services, LLC: DOCT position timeline

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

Keystone Wealth Services, LLC held 9,937 DOCT 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 9,937 shares
    Change vs previous 13F -154 shares

    0.09% of the 13F portfolio, value $463,873.

    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 10,091 shares
    Change vs previous 13F -62,453 shares

    0.09% of the 13F portfolio, value $438,246.

    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 72,544 shares
    Change vs previous 13F +65,213 shares

    0.77% of the 13F portfolio, value $3,642,670.

    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 7,331 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $316,722.

    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 7,331 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $301,071.

    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 7,331 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $281,144.

    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 7,331 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $288,621.

    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).