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Keebeck Wealth Management: ET position timeline

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

Keebeck Wealth Management held 314,060 ET 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 314,060 shares
    Change vs previous 13F -1,239 shares

    0.59% of the 13F portfolio, value $6,004,837.

    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 315,299 shares
    Change vs previous 13F -2,379 shares

    0.68% of the 13F portfolio, value $6,085,275.

    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 317,678 shares
    Change vs previous 13F -2,027 shares

    0.6% of the 13F portfolio, value $5,238,523.

    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 319,705 shares
    Change vs previous 13F +1,194 shares

    0.65% of the 13F portfolio, value $5,486,137.

    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 318,511 shares
    Change vs previous 13F +3,322 shares

    0.76% of the 13F portfolio, value $5,774,598.

    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 315,189 shares
    Change vs previous 13F -6,522 shares

    0.87% of the 13F portfolio, value $5,859,361.

    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 321,711 shares
    Change vs previous 13F +255 shares

    0.91% of the 13F portfolio, value $6,302,316.

    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 321,456 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,159,361.

    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).