Keystone Wealth Services, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,011,736 | 15,558 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $995,712 | 15,558 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,012,436 | 15,558 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $1,003,491 | 15,558 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,204,189 | 15,558 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,073,813 | 15,558 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $900,808 | 15,558 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $947,326 | 15,558 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $1,201,855 | 15,558 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $1,137,410 | 13,272 | Shares | Sole | 2023-10-05 |
| 2023-06-30 | $1,154,664 | 13,272 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $1,244,913 | 13,272 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $1,327,200 | 13,272 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,120,820 | 13,272 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $1,296,939 | 13,272 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $1,325,872 | 13,272 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,328,129 | 13,272 | Shares | Sole | 2022-02-14 |