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Disclosery

Keebeck Wealth Management: MUB position timeline

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

Keebeck Wealth Management held 156,396 MUB 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 156,396 shares
    Change vs previous 13F +19,532 shares

    1.64% of the 13F portfolio, value $16,831,338.

    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 136,864 shares
    Change vs previous 13F +62,623 shares

    1.63% of the 13F portfolio, value $14,528,114.

    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 74,241 shares
    Change vs previous 13F +11,684 shares

    0.92% of the 13F portfolio, value $7,951,954.

    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 62,557 shares
    Change vs previous 13F -5,661 shares

    0.79% of the 13F portfolio, value $6,661,695.

    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 68,218 shares
    Change vs previous 13F +6,986 shares

    0.93% of the 13F portfolio, value $7,127,417.

    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 61,232 shares
    Change vs previous 13F +988 shares

    0.95% of the 13F portfolio, value $6,456,302.

    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 60,244 shares
    Change vs previous 13F +3,405 shares

    0.93% of the 13F portfolio, value $6,418,998.

    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 56,839 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,174,421.

    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).