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Keystone Wealth Services, LLC: FTSM position timeline

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

Keystone Wealth Services, LLC held 37,436 FTSM 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 37,436 shares
    Change vs previous 13F -985 shares

    0.42% of the 13F portfolio, value $2,236,054.

    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 38,421 shares
    Change vs previous 13F -1,261 shares

    0.49% of the 13F portfolio, value $2,296,803.

    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 39,682 shares
    Change vs previous 13F +1,433 shares

    0.5% of the 13F portfolio, value $2,378,171.

    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 38,249 shares
    Change vs previous 13F +2,408 shares

    0.5% of the 13F portfolio, value $2,291,510.

    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 35,841 shares
    Change vs previous 13F +6,341 shares

    0.52% of the 13F portfolio, value $2,145,789.

    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 29,500 shares
    Change vs previous 13F +706 shares

    0.48% of the 13F portfolio, value $1,765,301.

    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 28,794 shares
    Change vs previous 13F -1,890 shares

    0.46% of the 13F portfolio, value $1,720,996.

    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 30,684 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,837,048.

    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).