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Disclosery

Keebeck Wealth Management: IWM position timeline

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

Keebeck Wealth Management held 10,233 IWM 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 10,233 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,074,505.

    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 10,233 shares
    Change vs previous 13F -4,317 shares

    0.29% of the 13F portfolio, value $2,537,784.

    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 14,550 shares
    Change vs previous 13F -255 shares

    0.41% of the 13F portfolio, value $3,581,628.

    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 14,805 shares
    Change vs previous 13F -59 shares

    0.42% of the 13F portfolio, value $3,582,218.

    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 14,864 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $3,207,447.

    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 14,864 shares
    Change vs previous 13F -140 shares

    0.44% of the 13F portfolio, value $2,965,168.

    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 15,004 shares
    Change vs previous 13F -1,625 shares

    0.48% of the 13F portfolio, value $3,315,227.

    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 16,629 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,673,123.

    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).