Skip to content
Disclosery

Keystone Wealth Services, LLC: XLF position timeline

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

Keystone Wealth Services, LLC held 3,976 XLF 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 3,976 shares
    Change vs previous 13F -1,314 shares

    0.04% of the 13F portfolio, value $213,142.

    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 5,290 shares
    Change vs previous 13F -4,624 shares

    0.06% of the 13F portfolio, value $261,172.

    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 9,914 shares
    Change vs previous 13F +3,124 shares

    0.11% of the 13F portfolio, value $543,008.

    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 6,790 shares
    Change vs previous 13F -12,594 shares

    0.08% of the 13F portfolio, value $365,800.

    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 19,384 shares
    Change vs previous 13F +10,041 shares

    0.24% of the 13F portfolio, value $1,015,154.

    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 9,343 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $465,363.

    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).