Keystone Wealth Services, LLC: IWP position timeline

Keystone Wealth Services, LLC held 1,378 IWP 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 1,378 shares

   Change vs previous 13F +1,378 shares

   0.04% of the 13F portfolio, value $201,753.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,929 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.

3. period ended2025-03-31

   13F 1,929 shares

   Change vs previous 13F -33 shares

   0.06% of the 13F portfolio, value $226,638.

   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).

4. period ended2024-12-31

   13F 1,962 shares

   Change vs previous 13F +21 shares

   0.07% of the 13F portfolio, value $248,687.

   13F-HR 0001085146-25-000846 filed by Keystone Wealth Services, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,941 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $227,660.

   13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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