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Keebeck Wealth Management: ESGU position timeline

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

Keebeck Wealth Management held 58,228 ESGU 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 58,228 shares
    Change vs previous 13F -14,978 shares

    0.93% of the 13F portfolio, value $9,530,177.

    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 73,206 shares
    Change vs previous 13F -1,493 shares

    1.16% of the 13F portfolio, value $10,352,793.

    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 74,699 shares
    Change vs previous 13F -1,298 shares

    1.28% of the 13F portfolio, value $11,128,657.

    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 75,997 shares
    Change vs previous 13F -287 shares

    1.31% of the 13F portfolio, value $11,065,163.

    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 76,284 shares
    Change vs previous 13F +200 shares

    1.35% of the 13F portfolio, value $10,321,225.

    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 76,084 shares
    Change vs previous 13F -369 shares

    1.37% of the 13F portfolio, value $9,275,400.

    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 76,453 shares
    Change vs previous 13F -192 shares

    1.42% of the 13F portfolio, value $9,848,675.

    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 76,645 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $9,671,066.

    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).