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Keystone Wealth Services, LLC: JEPQ position timeline

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

Keystone Wealth Services, LLC held 22,103 JEPQ 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 22,103 shares
    Change vs previous 13F -1,829 shares

    0.25% of the 13F portfolio, value $1,358,433.

    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 23,932 shares
    Change vs previous 13F +10,464 shares

    0.28% of the 13F portfolio, value $1,328,731.

    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 13,468 shares
    Change vs previous 13F +196 shares

    0.16% of the 13F portfolio, value $782,767.

    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 13,272 shares
    Change vs previous 13F -727 shares

    0.17% of the 13F portfolio, value $763,383.

    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 13,999 shares
    Change vs previous 13F -8,248 shares

    0.18% of the 13F portfolio, value $761,520.

    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 22,247 shares
    Change vs previous 13F +438 shares

    0.31% of the 13F portfolio, value $1,151,939.

    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 21,809 shares
    Change vs previous 13F +3,205 shares

    0.33% of the 13F portfolio, value $1,229,592.

    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 18,604 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,021,924.

    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).