Keystone Wealth Services, LLC SEC EDGAR Filings (CIK 0001866189)

SEC EDGAR filings, ownership reports, and insider transactions for Keystone Wealth Services, LLC.

Business address
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
Top securities (13F)
IVV, AAPL, QQQ, NVDA, MSFT, FJUN, SPY, FMAY, FBND, COST, VOO, FBCG, CVX, XOM, FMAR, FSEP, AMZN, COP, VIG, and ESGU
State of incorporation
CA
Fiscal year end
31 December
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Keystone Wealth Services, LLC has filed 18 SEC EDGAR filings since 14 Feb 2022

Latest Filings

Recent SEC filings for Keystone Wealth Services, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2025 30 Sep 2025 028-22010
N-PX Open N-PX document View SEC filing for N-PX 17 Jul 2025 30 Jun 2025 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2025 30 Jun 2025 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2025 31 Dec 2024 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-22010
N-PX Open N-PX document View SEC filing for N-PX 22 Jul 2024 30 Jun 2024 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2024 30 Jun 2024 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2024 31 Mar 2024 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2024 31 Dec 2023 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2023 30 Sep 2023 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2023 30 Jun 2023 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Apr 2023 31 Mar 2023 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2022 30 Jun 2022 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2022 31 Mar 2022 028-22010
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-22010

About this filer

Keystone Wealth Services, LLC files with the SEC under CIK 0001866189. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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