Keebeck Wealth Management: KBDC position timeline

Keebeck Wealth Management held 0 KBDC shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -342,785 shares

   13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 342,785 shares

   Change vs previous 13F -59,615 shares

   0.56% of the 13F portfolio, value $4,703,010.

   13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 402,400 shares

   Change vs previous 13F +173,882 shares

   0.83% of the 13F portfolio, value $6,301,584.

   13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 228,518 shares

   Change vs previous 13F +134,130 shares

   0.55% of the 13F portfolio, value $3,706,562.

   13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 94,388 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $1,598,933.

   13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).