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Keystone Wealth Services, LLC: SCHW position timeline

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

Keystone Wealth Services, LLC held 5,095 SCHW 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 5,095 shares
    Change vs previous 13F +2,122 shares

    0.09% of the 13F portfolio, value $470,141.

    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 2,973 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $279,429.

    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 2,965 shares
    Change vs previous 13F -304 shares

    0.06% of the 13F portfolio, value $296,280.

    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 3,269 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $312,064.

    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 3,463 shares
    Change vs previous 13F -7 shares

    0.08% of the 13F portfolio, value $315,996.

    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 3,470 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $271,641.

    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 3,462 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $256,239.

    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 3,510 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $227,493.

    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).