Skip to content
Disclosery

Keystone Wealth Services, LLC: SFEB position timeline

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

Keystone Wealth Services, LLC held 20,941 SFEB 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 20,941 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $549,588.

    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 20,941 shares
    Change vs previous 13F +400 shares

    0.11% of the 13F portfolio, value $497,349.

    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 20,541 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $482,746.

    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 20,541 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $468,386.

    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 20,541 shares
    Change vs previous 13F -4,719 shares

    0.11% of the 13F portfolio, value $438,581.

    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 25,260 shares
    Change vs previous 13F -678 shares

    0.14% of the 13F portfolio, value $515,051.

    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 25,938 shares
    Change vs previous 13F -1,526 shares

    0.15% of the 13F portfolio, value $558,028.

    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 27,464 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $584,733.

    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).