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Livermore
Livermore
ZHEN

Keystone Wealth Services, LLC

SEC CIK
0001866189
Latest filing
Aug 5, 2026

IR holding history

Ingersoll Rand Inc. 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.

IR overviewAll 13F holders of IRFull Q2 2026 holdings

Shares (Q2 2026)
8,064
Value
$661.2K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of IR by Keystone Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,064$661.2K0.1%+22+0.3%AddedHolders
Q1 20268,042$644.3K0.1%00.0%UnchangedHolders
Q4 20258,042$637.1K0.1%−653−7.5%ReducedHolders
Q3 20258,695$718.4K0.2%−316−3.5%ReducedHolders
Q2 20259,011$749.5K0.2%00.0%UnchangedHolders
Q1 20259,011$721.1K0.2%00.0%UnchangedHolders
Q4 20249,011$815.1K0.2%00.0%UnchangedHolders
Q3 20249,011$884.5K0.2%−34−0.4%ReducedHolders
Q2 20249,045$821.6K0.3%−119−1.3%ReducedHolders
Q1 20249,164$870.1K0.3%00.0%UnchangedHolders
Q4 20239,164$708.7K0.2%00.0%UnchangedHolders
Q3 20239,164$583.9K0.2%00.0%UnchangedHolders
Q2 20239,164$599.0K0.2%−143−1.5%ReducedHolders
Q1 20239,307$541.5K0.2%−137−1.5%ReducedHolders
Q4 20229,444$493.4K0.2%−59−0.6%ReducedHolders
Q3 20229,503$411.0K0.2%−135−1.4%ReducedHolders
Q2 20229,638$406.0K0.2%00.0%UnchangedHolders
Q1 20229,638$485.0K0.2%00.0%UnchangedHolders
Q4 20219,638$596.0K0.2%–No prior filingHolders