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Disclosery

Keystone Wealth Services, LLC: FBND position timeline

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

Keystone Wealth Services, LLC held 182,832 FBND 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 182,832 shares
    Change vs previous 13F +4,935 shares

    1.55% of the 13F portfolio, value $8,317,025.

    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 177,897 shares
    Change vs previous 13F -1,931 shares

    1.74% of the 13F portfolio, value $8,115,643.

    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 179,828 shares
    Change vs previous 13F +1,884 shares

    1.74% of the 13F portfolio, value $8,279,286.

    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 177,944 shares
    Change vs previous 13F +6,371 shares

    1.8% of the 13F portfolio, value $8,228,133.

    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 171,573 shares
    Change vs previous 13F +74 shares

    1.89% of the 13F portfolio, value $7,849,443.

    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 171,499 shares
    Change vs previous 13F -3,469 shares

    2.12% of the 13F portfolio, value $7,828,948.

    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 174,968 shares
    Change vs previous 13F -14,570 shares

    2.08% of the 13F portfolio, value $7,850,809.

    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 189,538 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $8,859,000.

    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).