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Disclosery

Keystone Wealth Services, LLC: IUSB position timeline

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

Keystone Wealth Services, LLC held 23,112 IUSB 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 23,112 shares
    Change vs previous 13F -2,732 shares

    0.2% of the 13F portfolio, value $1,066,631.

    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 25,844 shares
    Change vs previous 13F +3,462 shares

    0.26% of the 13F portfolio, value $1,193,727.

    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 22,382 shares
    Change vs previous 13F +2,499 shares

    0.22% of the 13F portfolio, value $1,041,673.

    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 19,883 shares
    Change vs previous 13F -66,699 shares

    0.2% of the 13F portfolio, value $928,756.

    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 86,582 shares
    Change vs previous 13F -352 shares

    0.97% of the 13F portfolio, value $4,002,704.

    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 86,934 shares
    Change vs previous 13F -4,732 shares

    1.08% of the 13F portfolio, value $4,005,909.

    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 91,666 shares
    Change vs previous 13F -2,051 shares

    1.1% of the 13F portfolio, value $4,143,285.

    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 93,717 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $4,415,938.

    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).