Keystone Wealth Services, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Wealth Services, LLC on PFE, newest first. How the timeline and the estimate are built.
Keystone Wealth Services, LLC held 9,081 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 9,081 sharesChange vs previous 13F -1,515 shares
0.04% of the 13F portfolio, value $218,677.
13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,596 sharesChange vs previous 13F -63 shares
0.06% of the 13F portfolio, value $297,541.
13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,659 sharesChange vs previous 13F +1,105 shares
0.06% of the 13F portfolio, value $265,398.
13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,554 sharesChange vs previous 13F -38 shares
0.05% of the 13F portfolio, value $243,430.
13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,592 sharesChange vs previous 13F -39 shares
0.06% of the 13F portfolio, value $232,509.
13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,631 sharesChange vs previous 13F +5 shares
0.07% of the 13F portfolio, value $244,054.
13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,626 sharesChange vs previous 13F -178 shares
0.07% of the 13F portfolio, value $255,372.
13F-HR 0001085146-25-000846 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,804 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $283,726.
13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).