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Keystone Wealth Services, LLC: QQQ position timeline

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

Keystone Wealth Services, LLC held 22,491 QQQ 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 22,491 shares
    Change vs previous 13F +426 shares

    3.08% of the 13F portfolio, value $16,562,280.

    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 22,065 shares
    Change vs previous 13F -1,062 shares

    2.72% of the 13F portfolio, value $12,735,453.

    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 23,127 shares
    Change vs previous 13F +155 shares

    2.99% of the 13F portfolio, value $14,207,150.

    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 22,972 shares
    Change vs previous 13F +1,834 shares

    3.01% of the 13F portfolio, value $13,791,624.

    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 21,138 shares
    Change vs previous 13F -866 shares

    2.81% of the 13F portfolio, value $11,660,478.

    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 22,004 shares
    Change vs previous 13F -114 shares

    2.79% of the 13F portfolio, value $10,318,134.

    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 22,118 shares
    Change vs previous 13F +2,946 shares

    2.99% of the 13F portfolio, value $11,307,421.

    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 19,172 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $9,357,381.

    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).