Keystone Wealth Services, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1866189
PALM DESERT, CA
Position in FBCG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,919,463
+$2,740,375 QoQ
Shares Held
159,708
+11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#41
of 166 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,919,463 | 159,708 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,179,088 | 143,238 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,900,297 | 125,826 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,644,181 | 123,820 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,553,035 | 94,383 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,602,176 | 90,122 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,206,005 | 90,921 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,432,121 | 80,246 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,963,033 | 69,817 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,326,280 | 60,470 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||