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Keebeck Wealth Management: NDAQ position timeline

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

Keebeck Wealth Management held 29,752 NDAQ 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 29,752 shares
    Change vs previous 13F -1,592 shares

    0.23% of the 13F portfolio, value $2,345,053.

    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 31,344 shares
    Change vs previous 13F -10,459 shares

    0.3% of the 13F portfolio, value $2,660,792.

    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 41,803 shares
    Change vs previous 13F -1,552 shares

    0.47% of the 13F portfolio, value $4,060,325.

    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 43,355 shares
    Change vs previous 13F +877 shares

    0.45% of the 13F portfolio, value $3,834,750.

    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 42,478 shares
    Change vs previous 13F +10,860 shares

    0.5% of the 13F portfolio, value $3,798,383.

    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 31,618 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,398,541.

    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).