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Keystone Wealth Services, LLC: SCHZ position timeline

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

Keystone Wealth Services, LLC held 153,401 SCHZ 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 153,401 shares
    Change vs previous 13F +13,566 shares

    0.66% of the 13F portfolio, value $3,548,163.

    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 139,835 shares
    Change vs previous 13F +1,157 shares

    0.69% of the 13F portfolio, value $3,246,973.

    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 138,678 shares
    Change vs previous 13F +5,555 shares

    0.68% of the 13F portfolio, value $3,240,914.

    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 133,123 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,124,397.

    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).