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Keebeck Wealth Management: IYW position timeline

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

Keebeck Wealth Management held 37,163 IYW 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 37,163 shares
    Change vs previous 13F -1,908 shares

    0.92% of the 13F portfolio, value $9,373,623.

    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 39,071 shares
    Change vs previous 13F -3,292 shares

    0.8% of the 13F portfolio, value $7,088,261.

    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 42,363 shares
    Change vs previous 13F -1,059 shares

    0.98% of the 13F portfolio, value $8,459,044.

    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 43,422 shares
    Change vs previous 13F -13,721 shares

    1.01% of the 13F portfolio, value $8,504,633.

    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 57,143 shares
    Change vs previous 13F -6,006 shares

    1.3% of the 13F portfolio, value $9,901,168.

    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 63,149 shares
    Change vs previous 13F +3,659 shares

    1.31% of the 13F portfolio, value $8,868,646.

    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 59,490 shares
    Change vs previous 13F +54 shares

    1.37% of the 13F portfolio, value $9,489,845.

    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 59,436 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,011,686.

    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).