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Disclosery

Keebeck Wealth Management: HLNE position timeline

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

Keebeck Wealth Management held 4,994 HLNE 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 4,994 shares
    Change vs previous 13F -5,026 shares

    0.04% of the 13F portfolio, value $396,784.

    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 10,020 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,001,399.

    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 10,020 shares
    Change vs previous 13F -2,195 shares

    0.16% of the 13F portfolio, value $1,351,226.

    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 12,215 shares
    Change vs previous 13F -350 shares

    0.2% of the 13F portfolio, value $1,653,056.

    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 12,565 shares
    Change vs previous 13F -105 shares

    0.24% of the 13F portfolio, value $1,792,523.

    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 12,670 shares
    Change vs previous 13F -90 shares

    0.28% of the 13F portfolio, value $1,889,901.

    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 12,760 shares
    Change vs previous 13F -85 shares

    0.27% of the 13F portfolio, value $1,895,370.

    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 12,845 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,169,264.

    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).