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Keystone Wealth Services, LLC: LMBS position timeline

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

Keystone Wealth Services, LLC held 20,923 LMBS 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 20,923 shares
    Change vs previous 13F +62 shares

    0.19% of the 13F portfolio, value $1,041,555.

    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 20,861 shares
    Change vs previous 13F -2,290 shares

    0.22% of the 13F portfolio, value $1,039,093.

    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 23,151 shares
    Change vs previous 13F +1,336 shares

    0.24% of the 13F portfolio, value $1,157,310.

    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 21,815 shares
    Change vs previous 13F -50,529 shares

    0.24% of the 13F portfolio, value $1,086,187.

    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 72,344 shares
    Change vs previous 13F +583 shares

    0.86% of the 13F portfolio, value $3,563,664.

    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 71,761 shares
    Change vs previous 13F +4,582 shares

    0.96% of the 13F portfolio, value $3,527,759.

    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 67,179 shares
    Change vs previous 13F +4,509 shares

    0.87% of the 13F portfolio, value $3,269,588.

    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 62,670 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,096,525.

    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).