Keystone Wealth Services, LLC: SPYM position timeline

Keystone Wealth Services, LLC held 19,720 SPYM 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 19,720 shares

   Change vs previous 13F +316 shares

   0.32% of the 13F portfolio, value $1,732,962.

   13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 19,404 shares

   Change vs previous 13F +19,404 shares

   0.32% of the 13F portfolio, value $1,485,206.

   13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -15,000 shares

   13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 15,000 shares

   Change vs previous 13F 0 shares

   0.26% of the 13F portfolio, value $1,175,100.

   13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 15,000 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $1,090,350.

   13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).