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Keystone Wealth Services, LLC: QUAL position timeline

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

Keystone Wealth Services, LLC held 15,525 QUAL 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 15,525 shares
    Change vs previous 13F -211 shares

    0.63% of the 13F portfolio, value $3,406,699.

    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 15,736 shares
    Change vs previous 13F +388 shares

    0.65% of the 13F portfolio, value $3,018,234.

    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 15,348 shares
    Change vs previous 13F -228 shares

    0.64% of the 13F portfolio, value $3,048,355.

    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 15,576 shares
    Change vs previous 13F -14,610 shares

    0.66% of the 13F portfolio, value $3,029,624.

    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 30,186 shares
    Change vs previous 13F +94 shares

    1.33% of the 13F portfolio, value $5,518,655.

    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 30,092 shares
    Change vs previous 13F -355 shares

    1.39% of the 13F portfolio, value $5,142,426.

    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 30,447 shares
    Change vs previous 13F +7,625 shares

    1.44% of the 13F portfolio, value $5,421,929.

    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 22,822 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,092,043.

    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).