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Keebeck Wealth Management: J position timeline

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

Keebeck Wealth Management held 2,098 J 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 2,098 shares
    Change vs previous 13F -15,981 shares

    0.03% of the 13F portfolio, value $264,348.

    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 18,079 shares
    Change vs previous 13F -14,822 shares

    0.26% of the 13F portfolio, value $2,301,095.

    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 32,901 shares
    Change vs previous 13F -538 shares

    0.5% of the 13F portfolio, value $4,358,066.

    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 33,439 shares
    Change vs previous 13F +717 shares

    0.59% of the 13F portfolio, value $5,011,169.

    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 32,722 shares
    Change vs previous 13F -1,967 shares

    0.56% of the 13F portfolio, value $4,301,307.

    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 34,689 shares
    Change vs previous 13F -127 shares

    0.62% of the 13F portfolio, value $4,193,553.

    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 34,816 shares
    Change vs previous 13F +9,812 shares

    0.67% of the 13F portfolio, value $4,652,114.

    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 25,004 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,273,024.

    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).