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Disclosery

Keebeck Wealth Management: IVW position timeline

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

Keebeck Wealth Management held 112,356 IVW 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 112,356 shares
    Change vs previous 13F -745 shares

    1.51% of the 13F portfolio, value $15,452,321.

    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 113,101 shares
    Change vs previous 13F -1,607 shares

    1.44% of the 13F portfolio, value $12,792,854.

    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 114,708 shares
    Change vs previous 13F +1,763 shares

    1.63% of the 13F portfolio, value $14,138,908.

    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 112,945 shares
    Change vs previous 13F -17,824 shares

    1.61% of the 13F portfolio, value $13,634,720.

    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 130,769 shares
    Change vs previous 13F -20,486 shares

    1.89% of the 13F portfolio, value $14,397,667.

    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 151,255 shares
    Change vs previous 13F +21,807 shares

    2.07% of the 13F portfolio, value $14,041,002.

    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 129,448 shares
    Change vs previous 13F -4,998 shares

    1.89% of the 13F portfolio, value $13,142,855.

    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 134,446 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $12,873,205.

    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).