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Disclosery

Keystone Wealth Services, LLC: SPDW position timeline

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

Keystone Wealth Services, LLC held 31,440 SPDW 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 31,440 shares
    Change vs previous 13F +498 shares

    0.29% of the 13F portfolio, value $1,584,241.

    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 30,942 shares
    Change vs previous 13F +1,624 shares

    0.3% of the 13F portfolio, value $1,412,493.

    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 29,318 shares
    Change vs previous 13F -764 shares

    0.27% of the 13F portfolio, value $1,302,007.

    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 30,082 shares
    Change vs previous 13F -1,099 shares

    0.28% of the 13F portfolio, value $1,287,187.

    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 31,181 shares
    Change vs previous 13F +296 shares

    0.3% of the 13F portfolio, value $1,262,507.

    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 30,885 shares
    Change vs previous 13F -1,128 shares

    0.3% of the 13F portfolio, value $1,124,522.

    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 32,013 shares
    Change vs previous 13F +550 shares

    0.29% of the 13F portfolio, value $1,092,609.

    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 31,463 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,181,748.

    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).