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Disclosery

Keystone Wealth Services, LLC: IWF position timeline

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

Keystone Wealth Services, LLC held 10,506 IWF 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 10,506 shares
    Change vs previous 13F +7,837 shares

    0.24% of the 13F portfolio, value $1,304,523.

    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 2,669 shares
    Change vs previous 13F -545 shares

    0.24% of the 13F portfolio, value $1,138,013.

    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 3,214 shares
    Change vs previous 13F +7 shares

    0.32% of the 13F portfolio, value $1,521,417.

    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 3,207 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $1,502,171.

    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 3,209 shares
    Change vs previous 13F -1,184 shares

    0.33% of the 13F portfolio, value $1,362,282.

    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 4,393 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $1,586,140.

    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 4,483 shares
    Change vs previous 13F +147 shares

    0.48% of the 13F portfolio, value $1,800,178.

    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 4,336 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,627,569.

    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).