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Keebeck Wealth Management: MBB position timeline

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

Keebeck Wealth Management held 81,550 MBB 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 81,550 shares
    Change vs previous 13F +8,230 shares

    0.75% of the 13F portfolio, value $7,708,106.

    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 73,320 shares
    Change vs previous 13F +56,679 shares

    0.78% of the 13F portfolio, value $6,961,734.

    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 16,641 shares
    Change vs previous 13F +2,765 shares

    0.18% of the 13F portfolio, value $1,584,556.

    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 13,876 shares
    Change vs previous 13F +5,553 shares

    0.16% of the 13F portfolio, value $1,320,301.

    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 8,323 shares
    Change vs previous 13F -8,439 shares

    0.1% of the 13F portfolio, value $781,446.

    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 16,762 shares
    Change vs previous 13F +2,802 shares

    0.23% of the 13F portfolio, value $1,571,940.

    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 13,960 shares
    Change vs previous 13F +1,647 shares

    0.18% of the 13F portfolio, value $1,279,853.

    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 12,313 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,179,709.

    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).