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Keebeck Wealth Management: DFAE position timeline

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

Keebeck Wealth Management held 176,598 DFAE 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 176,598 shares
    Change vs previous 13F -4,610 shares

    0.69% of the 13F portfolio, value $7,101,034.

    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 181,208 shares
    Change vs previous 13F +113,660 shares

    0.69% of the 13F portfolio, value $6,135,727.

    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 67,548 shares
    Change vs previous 13F +3,336 shares

    0.25% of the 13F portfolio, value $2,200,061.

    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 64,212 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,024,595.

    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 64,212 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,858,929.

    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 64,212 shares
    Change vs previous 13F +600 shares

    0.25% of the 13F portfolio, value $1,662,441.

    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 63,612 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,613,829.

    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 63,612 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,743,597.

    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).