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Keystone Wealth Services, LLC: LQD position timeline

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

Keystone Wealth Services, LLC held 3,010 LQD 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 3,010 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $328,327.

    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 3,007 shares
    Change vs previous 13F -6,693 shares

    0.07% of the 13F portfolio, value $327,753.

    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 9,700 shares
    Change vs previous 13F +6,634 shares

    0.23% of the 13F portfolio, value $1,068,858.

    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 3,066 shares
    Change vs previous 13F -13,281 shares

    0.07% of the 13F portfolio, value $341,725.

    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 16,347 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $1,791,842.

    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 16,437 shares
    Change vs previous 13F +12 shares

    0.48% of the 13F portfolio, value $1,786,564.

    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 16,425 shares
    Change vs previous 13F +2,576 shares

    0.46% of the 13F portfolio, value $1,754,841.

    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 13,849 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,564,624.

    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).