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Keystone Wealth Services, LLC: VGUS position timeline

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

Keystone Wealth Services, LLC held 42,476 VGUS 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 42,476 shares
    Change vs previous 13F -4,059 shares

    0.6% of the 13F portfolio, value $3,213,699.

    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 46,535 shares
    Change vs previous 13F +17,630 shares

    0.75% of the 13F portfolio, value $3,520,865.

    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 28,905 shares
    Change vs previous 13F +7,833 shares

    0.46% of the 13F portfolio, value $2,181,282.

    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 21,072 shares
    Change vs previous 13F +5,993 shares

    0.35% of the 13F portfolio, value $1,594,293.

    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 15,079 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,138,859.

    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).