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Disclosery

Keebeck Wealth Management: RELY position timeline

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

Keebeck Wealth Management held 27,828 RELY 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 27,828 shares
    Change vs previous 13F +15,793 shares

    0.06% of the 13F portfolio, value $623,625.

    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 12,035 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $188,588.

    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 12,035 shares
    Change vs previous 13F -14,048 shares

    0.02% of the 13F portfolio, value $166,083.

    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 26,083 shares
    Change vs previous 13F +14,701 shares

    0.05% of the 13F portfolio, value $425,153.

    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 11,382 shares
    Change vs previous 13F +905 shares

    0.03% of the 13F portfolio, value $213,640.

    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 10,477 shares
    Change vs previous 13F +1,395 shares

    0.03% of the 13F portfolio, value $217,922.

    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 9,082 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $204,981.

    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).