Skip to content
Disclosery

Keystone Wealth Services, LLC: TOPT position timeline

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

Keystone Wealth Services, LLC held 40,005 TOPT 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 40,005 shares
    Change vs previous 13F +1,634 shares

    0.24% of the 13F portfolio, value $1,316,965.

    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 38,371 shares
    Change vs previous 13F -5,164 shares

    0.23% of the 13F portfolio, value $1,098,178.

    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 43,535 shares
    Change vs previous 13F +2,384 shares

    0.29% of the 13F portfolio, value $1,359,598.

    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 41,151 shares
    Change vs previous 13F +31,675 shares

    0.27% of the 13F portfolio, value $1,253,459.

    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 9,476 shares
    Change vs previous 13F -14,738 shares

    0.06% of the 13F portfolio, value $258,600.

    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 24,214 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $576,777.

    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).