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Keystone Wealth Services, LLC: ESGU position timeline

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

Keystone Wealth Services, LLC held 30,347 ESGU 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 30,347 shares
    Change vs previous 13F -211 shares

    0.92% of the 13F portfolio, value $4,966,925.

    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 30,558 shares
    Change vs previous 13F -217 shares

    0.92% of the 13F portfolio, value $4,321,528.

    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).

  3. period ended2025-12-31
    13F 30,775 shares
    Change vs previous 13F -141 shares

    0.97% of the 13F portfolio, value $4,584,803.

    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 30,916 shares
    Change vs previous 13F -1,349 shares

    0.98% of the 13F portfolio, value $4,501,403.

    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 32,265 shares
    Change vs previous 13F -1,059 shares

    1.05% of the 13F portfolio, value $4,365,474.

    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 33,324 shares
    Change vs previous 13F -1,478 shares

    1.1% of the 13F portfolio, value $4,062,475.

    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 34,802 shares
    Change vs previous 13F -2,229 shares

    1.19% of the 13F portfolio, value $4,483,170.

    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 37,031 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,672,568.

    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).