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Disclosery

Keystone Wealth Services, LLC: USMV position timeline

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

Keystone Wealth Services, LLC held 11,554 USMV 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 11,554 shares
    Change vs previous 13F -453 shares

    0.21% of the 13F portfolio, value $1,114,480.

    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 12,007 shares
    Change vs previous 13F -2,739 shares

    0.24% of the 13F portfolio, value $1,113,567.

    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 14,746 shares
    Change vs previous 13F -68 shares

    0.29% of the 13F portfolio, value $1,388,439.

    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 14,814 shares
    Change vs previous 13F +134 shares

    0.31% of the 13F portfolio, value $1,409,403.

    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 14,680 shares
    Change vs previous 13F -67 shares

    0.33% of the 13F portfolio, value $1,378,044.

    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 14,747 shares
    Change vs previous 13F -344 shares

    0.37% of the 13F portfolio, value $1,381,240.

    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 15,091 shares
    Change vs previous 13F -388 shares

    0.35% of the 13F portfolio, value $1,339,968.

    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 15,479 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,413,381.

    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).