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Keystone Wealth Services, LLC: QQQM position timeline

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

Keystone Wealth Services, LLC held 14,645 QQQM 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 14,645 shares
    Change vs previous 13F +3,948 shares

    0.82% of the 13F portfolio, value $4,437,054.

    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 10,697 shares
    Change vs previous 13F +197 shares

    0.54% of the 13F portfolio, value $2,541,863.

    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 10,500 shares
    Change vs previous 13F -1,442 shares

    0.56% of the 13F portfolio, value $2,655,548.

    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 11,942 shares
    Change vs previous 13F +2,270 shares

    0.64% of the 13F portfolio, value $2,951,155.

    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 9,672 shares
    Change vs previous 13F +4,606 shares

    0.53% of the 13F portfolio, value $2,196,493.

    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 5,066 shares
    Change vs previous 13F +802 shares

    0.26% of the 13F portfolio, value $977,774.

    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 4,264 shares
    Change vs previous 13F +1,611 shares

    0.24% of the 13F portfolio, value $897,436.

    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 2,653 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $532,882.

    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).