Skip to content
Disclosery

Keebeck Wealth Management: SCHB position timeline

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

Keebeck Wealth Management held 46,983 SCHB 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 46,983 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $1,360,628.

    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 46,980 shares
    Change vs previous 13F -3,000 shares

    0.13% of the 13F portfolio, value $1,179,198.

    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 49,980 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $1,310,975.

    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 49,969 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $1,284,703.

    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 49,962 shares
    Change vs previous 13F -1,156 shares

    0.16% of the 13F portfolio, value $1,190,594.

    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 51,118 shares
    Change vs previous 13F +6,206 shares

    0.16% of the 13F portfolio, value $1,100,562.

    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 44,912 shares
    Change vs previous 13F +29,941 shares

    0.15% of the 13F portfolio, value $1,019,494.

    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 14,971 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $995,845.

    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).