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Keystone Wealth Services, LLC: IVW position timeline

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

Keystone Wealth Services, LLC held 34,315 IVW 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 34,315 shares
    Change vs previous 13F +1,922 shares

    0.88% of the 13F portfolio, value $4,719,273.

    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 32,393 shares
    Change vs previous 13F -858 shares

    0.78% of the 13F portfolio, value $3,664,004.

    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 33,251 shares
    Change vs previous 13F +636 shares

    0.86% of the 13F portfolio, value $4,098,546.

    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 32,615 shares
    Change vs previous 13F +15,016 shares

    0.86% of the 13F portfolio, value $3,937,247.

    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 17,599 shares
    Change vs previous 13F -1,735 shares

    0.47% of the 13F portfolio, value $1,937,683.

    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 19,334 shares
    Change vs previous 13F -571 shares

    0.49% of the 13F portfolio, value $1,794,763.

    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 19,905 shares
    Change vs previous 13F +863 shares

    0.54% of the 13F portfolio, value $2,020,979.

    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 19,042 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,823,231.

    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).