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Keystone Wealth Services, LLC: PPA position timeline

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

Keystone Wealth Services, LLC held 6,605 PPA 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 6,605 shares
    Change vs previous 13F -95 shares

    0.22% of the 13F portfolio, value $1,166,848.

    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 6,700 shares
    Change vs previous 13F -1,851 shares

    0.24% of the 13F portfolio, value $1,110,214.

    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 8,551 shares
    Change vs previous 13F +663 shares

    0.28% of the 13F portfolio, value $1,339,417.

    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 7,888 shares
    Change vs previous 13F -2,684 shares

    0.27% of the 13F portfolio, value $1,226,176.

    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 10,572 shares
    Change vs previous 13F -1,497 shares

    0.36% of the 13F portfolio, value $1,497,986.

    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 12,069 shares
    Change vs previous 13F +383 shares

    0.38% of the 13F portfolio, value $1,406,610.

    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 11,686 shares
    Change vs previous 13F +3,607 shares

    0.35% of the 13F portfolio, value $1,340,771.

    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 8,079 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $928,843.

    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).