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Disclosery

Keebeck Wealth Management: CME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keebeck Wealth Management on CME, newest first. How the timeline and the estimate are built.

Keebeck Wealth Management held 2,641 CME shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,641 shares
    Change vs previous 13F -242 shares

    0.06% of the 13F portfolio, value $583,212.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,883 shares
    Change vs previous 13F +750 shares

    0.1% of the 13F portfolio, value $851,494.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,133 shares
    Change vs previous 13F +63 shares

    0.07% of the 13F portfolio, value $582,480.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,070 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $559,293.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,934 shares
    Change vs previous 13F -3,321 shares

    0.07% of the 13F portfolio, value $533,049.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,255 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,394,099.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,255 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,250,848.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,255 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,159,516.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).