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Keystone Wealth Services, LLC: FIXD position timeline

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

Keystone Wealth Services, LLC held 108,343 FIXD 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 108,343 shares
    Change vs previous 13F +5,092 shares

    0.88% of the 13F portfolio, value $4,724,842.

    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 103,251 shares
    Change vs previous 13F +585 shares

    0.96% of the 13F portfolio, value $4,500,692.

    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 102,666 shares
    Change vs previous 13F +2,101 shares

    0.96% of the 13F portfolio, value $4,550,162.

    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 100,565 shares
    Change vs previous 13F +18,226 shares

    0.97% of the 13F portfolio, value $4,467,113.

    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 82,339 shares
    Change vs previous 13F +3 shares

    0.87% of the 13F portfolio, value $3,613,849.

    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 82,336 shares
    Change vs previous 13F -82 shares

    0.98% of the 13F portfolio, value $3,609,600.

    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 82,418 shares
    Change vs previous 13F +39,278 shares

    0.94% of the 13F portfolio, value $3,541,510.

    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 43,140 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,951,676.

    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).