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Disclosery

Keystone Wealth Services, LLC: VTV position timeline

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

Keystone Wealth Services, LLC held 8,216 VTV 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 8,216 shares
    Change vs previous 13F -417 shares

    0.33% of the 13F portfolio, value $1,790,569.

    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 8,633 shares
    Change vs previous 13F +103 shares

    0.36% of the 13F portfolio, value $1,693,833.

    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 8,530 shares
    Change vs previous 13F -446 shares

    0.34% of the 13F portfolio, value $1,629,078.

    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 8,976 shares
    Change vs previous 13F -206 shares

    0.37% of the 13F portfolio, value $1,673,888.

    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 9,182 shares
    Change vs previous 13F -3,618 shares

    0.39% of the 13F portfolio, value $1,622,750.

    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 12,800 shares
    Change vs previous 13F +5,149 shares

    0.6% of the 13F portfolio, value $2,210,997.

    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 7,651 shares
    Change vs previous 13F -182 shares

    0.34% of the 13F portfolio, value $1,295,326.

    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 7,833 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,367,369.

    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).