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Disclosery

Keebeck Wealth Management: IBB position timeline

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

Keebeck Wealth Management held 1,075 IBB 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 1,075 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $204,454.

    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 1,207 shares
    Change vs previous 13F -1,575 shares

    0.02% of the 13F portfolio, value $203,802.

    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 2,782 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $469,518.

    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 2,840 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $410,011.

    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 2,840 shares
    Change vs previous 13F -798 shares

    0.05% of the 13F portfolio, value $359,288.

    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 3,638 shares
    Change vs previous 13F -1,664 shares

    0.07% of the 13F portfolio, value $465,300.

    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 5,302 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $700,977.

    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 6,302 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $917,571.

    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).