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Keebeck Wealth Management: IVV position timeline

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

Keebeck Wealth Management held 89,755 IVV 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 89,755 shares
    Change vs previous 13F +8,929 shares

    6.57% of the 13F portfolio, value $67,216,899.

    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 80,826 shares
    Change vs previous 13F +1,337 shares

    5.94% of the 13F portfolio, value $52,796,592.

    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 79,489 shares
    Change vs previous 13F +243 shares

    6.28% of the 13F portfolio, value $54,445,448.

    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 79,246 shares
    Change vs previous 13F -3,550 shares

    6.27% of the 13F portfolio, value $53,039,594.

    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 82,796 shares
    Change vs previous 13F -22,350 shares

    6.74% of the 13F portfolio, value $51,408,265.

    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 105,146 shares
    Change vs previous 13F +3,658 shares

    8.73% of the 13F portfolio, value $59,081,744.

    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 101,488 shares
    Change vs previous 13F -3,777 shares

    8.61% of the 13F portfolio, value $59,744,041.

    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 105,265 shares
    Change vs previous 13F not available

    8.8% of the 13F portfolio, value $60,718,881.

    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).