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Disclosery

Keebeck Wealth Management: IJR position timeline

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

Keebeck Wealth Management held 22,968 IJR 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 22,968 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $3,406,384.

    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 22,968 shares
    Change vs previous 13F -4,211 shares

    0.32% of the 13F portfolio, value $2,855,152.

    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 27,179 shares
    Change vs previous 13F +315 shares

    0.38% of the 13F portfolio, value $3,266,372.

    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 26,864 shares
    Change vs previous 13F -1,830 shares

    0.38% of the 13F portfolio, value $3,192,249.

    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 28,694 shares
    Change vs previous 13F -298 shares

    0.41% of the 13F portfolio, value $3,135,967.

    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 28,992 shares
    Change vs previous 13F -4,448 shares

    0.45% of the 13F portfolio, value $3,031,693.

    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 33,440 shares
    Change vs previous 13F -38,480 shares

    0.56% of the 13F portfolio, value $3,852,957.

    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 71,920 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $8,411,763.

    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).