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Keebeck Wealth Management: IBIT position timeline

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

Keebeck Wealth Management held 69,187 IBIT 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 69,187 shares
    Change vs previous 13F -1,524 shares

    0.22% of the 13F portfolio, value $2,303,235.

    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 70,711 shares
    Change vs previous 13F -3,454 shares

    0.31% of the 13F portfolio, value $2,716,717.

    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 74,165 shares
    Change vs previous 13F +6,533 shares

    0.42% of the 13F portfolio, value $3,682,292.

    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 67,632 shares
    Change vs previous 13F +291 shares

    0.52% of the 13F portfolio, value $4,396,080.

    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 67,341 shares
    Change vs previous 13F +774 shares

    0.54% of the 13F portfolio, value $4,121,943.

    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 66,567 shares
    Change vs previous 13F -3,775 shares

    0.46% of the 13F portfolio, value $3,116,001.

    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 70,342 shares
    Change vs previous 13F -251 shares

    0.54% of the 13F portfolio, value $3,731,643.

    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 70,593 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,550,525.

    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).