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Disclosery

Keebeck Wealth Management: IEV position timeline

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

Keebeck Wealth Management held 48,722 IEV 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 48,722 shares
    Change vs previous 13F -105 shares

    0.35% of the 13F portfolio, value $3,549,398.

    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 48,827 shares
    Change vs previous 13F -4,896 shares

    0.37% of the 13F portfolio, value $3,317,306.

    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 53,723 shares
    Change vs previous 13F -1,406 shares

    0.43% of the 13F portfolio, value $3,685,398.

    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 55,129 shares
    Change vs previous 13F -971 shares

    0.43% of the 13F portfolio, value $3,609,847.

    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 56,100 shares
    Change vs previous 13F -898 shares

    0.47% of the 13F portfolio, value $3,548,325.

    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 56,998 shares
    Change vs previous 13F -5,624 shares

    0.49% of the 13F portfolio, value $3,317,284.

    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 62,622 shares
    Change vs previous 13F +1,973 shares

    0.47% of the 13F portfolio, value $3,260,101.

    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 60,649 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,534,017.

    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).