Keystone Wealth Services, LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Wealth Services, LLC on PLTR, newest first. How the timeline and the estimate are built.
Keystone Wealth Services, LLC held 12,251 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 12,251 sharesChange vs previous 13F +1,278 shares
0.27% of the 13F portfolio, value $1,429,323.
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 10,973 sharesChange vs previous 13F -263 shares
0.34% of the 13F portfolio, value $1,605,130.
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 11,236 sharesChange vs previous 13F +1,225 shares
0.42% of the 13F portfolio, value $1,997,199.
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 10,011 sharesChange vs previous 13F +4,793 shares
0.4% of the 13F portfolio, value $1,826,207.
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 5,218 sharesChange vs previous 13F +698 shares
0.17% of the 13F portfolio, value $711,318.
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 4,520 sharesChange vs previous 13F -99 shares
0.1% of the 13F portfolio, value $381,488.
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 4,619 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $349,335.
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).