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Disclosery

Keystone Wealth Services, LLC: PDEC position timeline

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

Keystone Wealth Services, LLC held 4,583 PDEC 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 4,583 shares
    Change vs previous 13F +4,583 shares

    0.04% of the 13F portfolio, value $210,314.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -9,623 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 9,623 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $385,016.

    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).

  4. period ended2025-03-31
    13F 9,623 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $361,825.

    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).

  5. period ended2024-12-31
    13F 9,623 shares
    Change vs previous 13F -882 shares

    0.1% of the 13F portfolio, value $369,716.

    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).

  6. period ended2024-09-30
    13F 10,505 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $402,447.

    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).