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Keystone Wealth Services, LLC: VOO position timeline

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

Keystone Wealth Services, LLC held 13,366 VOO 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 13,366 shares
    Change vs previous 13F +697 shares

    1.71% of the 13F portfolio, value $9,179,878.

    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 12,669 shares
    Change vs previous 13F -226 shares

    1.62% of the 13F portfolio, value $7,570,367.

    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 12,895 shares
    Change vs previous 13F +274 shares

    1.7% of the 13F portfolio, value $8,086,982.

    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 12,621 shares
    Change vs previous 13F +256 shares

    1.69% of the 13F portfolio, value $7,728,996.

    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 12,365 shares
    Change vs previous 13F -2,015 shares

    1.69% of the 13F portfolio, value $7,023,578.

    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 14,380 shares
    Change vs previous 13F +784 shares

    2% of the 13F portfolio, value $7,389,912.

    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 13,596 shares
    Change vs previous 13F +2,723 shares

    1.94% of the 13F portfolio, value $7,325,558.

    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 10,873 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,737,338.

    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).