Keystone Wealth Services, LLC: IVE position timeline

Keystone Wealth Services, LLC held 2,867 IVE 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 2,867 shares

   Change vs previous 13F -71 shares

   0.12% of the 13F portfolio, value $651,051.

   13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,938 shares

   Change vs previous 13F +743 shares

   0.13% of the 13F portfolio, value $620,326.

   13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,195 shares

   Change vs previous 13F +2,195 shares

   0.1% of the 13F portfolio, value $465,501.

   13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,286 shares

   13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 1,286 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $245,002.

   13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).