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Keebeck Wealth Management: QUAL position timeline

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

Keebeck Wealth Management held 63,818 QUAL 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 63,818 shares
    Change vs previous 13F -26,634 shares

    1.37% of the 13F portfolio, value $14,003,584.

    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 90,452 shares
    Change vs previous 13F -522 shares

    1.95% of the 13F portfolio, value $17,349,598.

    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 90,974 shares
    Change vs previous 13F -9,225 shares

    2.09% of the 13F portfolio, value $18,069,256.

    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 100,199 shares
    Change vs previous 13F -17,523 shares

    2.3% of the 13F portfolio, value $19,488,706.

    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 117,722 shares
    Change vs previous 13F -10,477 shares

    2.82% of the 13F portfolio, value $21,521,936.

    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 128,199 shares
    Change vs previous 13F +19,335 shares

    3.24% of the 13F portfolio, value $21,907,927.

    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 108,864 shares
    Change vs previous 13F +960 shares

    2.79% of the 13F portfolio, value $19,386,501.

    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 107,904 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $19,347,187.

    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).