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Disclosery

Keebeck Wealth Management: HIMU position timeline

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

Keebeck Wealth Management held 35,296 HIMU 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 35,296 shares
    Change vs previous 13F -6,435 shares

    0.17% of the 13F portfolio, value $1,757,741.

    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 41,731 shares
    Change vs previous 13F -9,672 shares

    0.23% of the 13F portfolio, value $2,002,253.

    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 51,403 shares
    Change vs previous 13F +31,879 shares

    0.29% of the 13F portfolio, value $2,502,298.

    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 19,524 shares
    Change vs previous 13F +532 shares

    0.11% of the 13F portfolio, value $960,386.

    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 18,992 shares
    Change vs previous 13F +12,212 shares

    0.12% of the 13F portfolio, value $923,581.

    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 6,780 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $335,813.

    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).