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Disclosery

Keebeck Wealth Management: OEF position timeline

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

Keebeck Wealth Management held 42,205 OEF 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 42,205 shares
    Change vs previous 13F -250 shares

    1.51% of the 13F portfolio, value $15,441,543.

    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 42,455 shares
    Change vs previous 13F -20,337 shares

    1.52% of the 13F portfolio, value $13,503,662.

    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 62,792 shares
    Change vs previous 13F +811 shares

    2.49% of the 13F portfolio, value $21,535,772.

    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 61,981 shares
    Change vs previous 13F +5,310 shares

    2.44% of the 13F portfolio, value $20,629,756.

    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 56,671 shares
    Change vs previous 13F +2,116 shares

    2.26% of the 13F portfolio, value $17,247,819.

    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 54,555 shares
    Change vs previous 13F +7,749 shares

    2.18% of the 13F portfolio, value $14,775,131.

    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 46,806 shares
    Change vs previous 13F +123 shares

    1.95% of the 13F portfolio, value $13,519,913.

    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 46,683 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $12,919,987.

    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).