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Disclosery

Keebeck Wealth Management: IUSB position timeline

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

Keebeck Wealth Management held 150,425 IUSB 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 150,425 shares
    Change vs previous 13F -1,872 shares

    0.68% of the 13F portfolio, value $6,942,114.

    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 152,297 shares
    Change vs previous 13F +109,672 shares

    0.79% of the 13F portfolio, value $7,034,598.

    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 42,625 shares
    Change vs previous 13F +1,698 shares

    0.23% of the 13F portfolio, value $1,983,768.

    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 40,927 shares
    Change vs previous 13F +3,605 shares

    0.23% of the 13F portfolio, value $1,911,700.

    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 37,322 shares
    Change vs previous 13F -100,484 shares

    0.23% of the 13F portfolio, value $1,725,396.

    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 137,806 shares
    Change vs previous 13F +44,168 shares

    0.94% of the 13F portfolio, value $6,350,100.

    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 93,638 shares
    Change vs previous 13F -7,463 shares

    0.61% of the 13F portfolio, value $4,232,438.

    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 101,101 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,763,879.

    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).