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Disclosery

Keystone Wealth Services, LLC: MUB position timeline

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

Keystone Wealth Services, LLC held 16,198 MUB 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 16,198 shares
    Change vs previous 13F -369 shares

    0.32% of the 13F portfolio, value $1,743,248.

    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 16,567 shares
    Change vs previous 13F +396 shares

    0.38% of the 13F portfolio, value $1,758,605.

    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 16,171 shares
    Change vs previous 13F -725 shares

    0.36% of the 13F portfolio, value $1,732,055.

    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 16,896 shares
    Change vs previous 13F -99 shares

    0.39% of the 13F portfolio, value $1,799,219.

    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 16,995 shares
    Change vs previous 13F -1,126 shares

    0.43% of the 13F portfolio, value $1,775,593.

    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 18,121 shares
    Change vs previous 13F -194 shares

    0.52% of the 13F portfolio, value $1,910,641.

    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 18,315 shares
    Change vs previous 13F -1,435 shares

    0.52% of the 13F portfolio, value $1,951,487.

    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 19,750 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,145,401.

    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).