13F Filings History of KEYSTONE WEALTH PARTNERS

Latest 13F report
Q1 2022 - 29 Apr 2022
Value $
$214,047,000
Signature - Title
Eric Myers - Compliance Consultant
Location
Chandler, AZ
Summary
This page shows a list of all the recent 13F filings made by KEYSTONE WEALTH PARTNERS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KEYSTONE WEALTH PARTNERS reported 26 stock holdings with total value $214,047,000 as of Q1 2022. Top holdings included VGSH, IVV, IJJ, VO, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2022 26 $214,047,000 +$17,540,929 -$21,801,457 -$4,260,528 VGSH, IVV, IJJ, VO, VEA 13F-HR 29 Apr 2022, 15:16
Q4 2021 35 $226,526,000 +$40,596,103 -$1,816,773 +$38,779,330 VGSH, IVV, VO, IJJ, VEA 13F-HR 31 Jan 2022, 15:20
Q3 2021 24 $181,440,000 +$19,232,648 -$2,664,244 +$16,568,404 VGSH, IVV, VO, IJJ, VEA 13F-HR 04 Nov 2021, 16:41
Q2 2021 24 $165,899,000 +$14,596,062 -$2,097,335 +$12,498,727 VGSH, IVV, VO, IJJ, VEA 13F-HR 06 Aug 2021, 10:57
Q1 2021 26 $148,578,000 +$21,550,499 -$2,360,248 +$19,190,251 VGSH, IVV, IJJ, SCHP, STIP 13F-HR 30 Apr 2021, 17:31
Q4 2020 27 $123,663,000 $0 $0 $0 VGSH, IVV, VEA, IJJ, VO 13F-HR 12 Feb 2021, 10:26