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

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