Skip to content
Disclosery

Keebeck Wealth Management: IVE position timeline

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

Keebeck Wealth Management held 41,213 IVE 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 41,213 shares
    Change vs previous 13F -8,396 shares

    0.91% of the 13F portfolio, value $9,357,824.

    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 49,609 shares
    Change vs previous 13F -3,822 shares

    1.18% of the 13F portfolio, value $10,474,940.

    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 53,431 shares
    Change vs previous 13F +11,608 shares

    1.31% of the 13F portfolio, value $11,331,112.

    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 41,823 shares
    Change vs previous 13F -6,772 shares

    1.02% of the 13F portfolio, value $8,636,868.

    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 48,595 shares
    Change vs previous 13F +1,267 shares

    1.25% of the 13F portfolio, value $9,496,435.

    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 47,328 shares
    Change vs previous 13F +17,638 shares

    1.33% of the 13F portfolio, value $9,019,770.

    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 29,690 shares
    Change vs previous 13F +766 shares

    0.82% of the 13F portfolio, value $5,667,227.

    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 28,924 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $5,702,945.

    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).