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Keystone Wealth Services, LLC: XLG position timeline

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

Keystone Wealth Services, LLC held 22,615 XLG 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 22,615 shares
    Change vs previous 13F -233 shares

    0.26% of the 13F portfolio, value $1,384,727.

    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 22,848 shares
    Change vs previous 13F +2,029 shares

    0.27% of the 13F portfolio, value $1,246,374.

    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 20,819 shares
    Change vs previous 13F -578 shares

    0.26% of the 13F portfolio, value $1,234,160.

    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 21,397 shares
    Change vs previous 13F -1,556 shares

    0.27% of the 13F portfolio, value $1,230,768.

    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 22,953 shares
    Change vs previous 13F +271 shares

    0.29% of the 13F portfolio, value $1,195,847.

    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 22,682 shares
    Change vs previous 13F -978 shares

    0.28% of the 13F portfolio, value $1,043,837.

    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 23,660 shares
    Change vs previous 13F -23,363 shares

    0.31% of the 13F portfolio, value $1,182,038.

    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 47,023 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,234,993.

    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).