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Livermore
Livermore
ZHEN

Keystone Wealth Services, LLC

SEC CIK
0001866189
Latest filing
Aug 5, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Keystone Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
1,130
Value
$590.4K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DIA by Keystone Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,130$590.4K0.1%00.0%UnchangedHolders
Q1 20261,130$523.5K0.1%−179−13.7%ReducedHolders
Q4 20251,309$629.1K0.1%+284+27.7%AddedHolders
Q3 20251,025$475.4K0.1%00.0%UnchangedHolders
Q2 20251,025$451.7K0.1%00.0%UnchangedHolders
Q1 20251,025$430.4K0.1%−148−12.6%ReducedHolders
Q4 20241,173$499.2K0.1%00.0%UnchangedHolders
Q3 20241,173$496.3K0.1%+156+15.3%AddedHolders
Q2 20241,017$397.8K0.1%−200−16.4%ReducedHolders
Q1 20241,217$484.1K0.2%00.0%UnchangedHolders
Q4 20231,217$458.7K0.2%−450−27.0%ReducedHolders
Q3 20231,667$558.4K0.2%−400−19.4%ReducedHolders
Q2 20232,067$710.7K0.3%−200−8.8%ReducedHolders
Q1 20232,267$754.0K0.3%−18−0.8%ReducedHolders
Q4 20222,285$757.1K0.3%00.0%UnchangedHolders
Q3 20222,285$656.0K0.3%00.0%UnchangedHolders
Q2 20222,285$703.0K0.3%−595−20.7%ReducedHolders
Q1 20222,880$999.0K0.4%00.0%UnchangedHolders
Q4 20212,880$1.05M0.4%–No prior filingHolders