Ownership history in Keystone Wealth Services, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIRST TR VALUE LINE DIVID IN (FVD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 11,718 | +1 | +0.0% | 0.12% | $542K | $45.92 |
| 2025 Q2 | ADDED | 11,717 | +1 | +0.0% | 0.13% | $524K | $44.15 |
| 2025 Q1 | REDUCED | 11,716 | -450 | -3.7% | 0.14% | $522K | $43.79 |
| 2024 Q4 | ADDED | 12,166 | +2 | +0.0% | 0.14% | $531K | $42.60 |
As of 2025 Q4 — sorted by position size