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Disclosery

Keebeck Wealth Management: SFM position timeline

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

Keebeck Wealth Management held 6,183 SFM 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 6,183 shares
    Change vs previous 13F +1,834 shares

    0.05% of the 13F portfolio, value $522,958.

    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 4,349 shares
    Change vs previous 13F +1,609 shares

    0.04% of the 13F portfolio, value $335,438.

    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 2,740 shares
    Change vs previous 13F +151 shares

    0.03% of the 13F portfolio, value $218,296.

    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 2,589 shares
    Change vs previous 13F -792 shares

    0.03% of the 13F portfolio, value $281,683.

    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 3,381 shares
    Change vs previous 13F +1,639 shares

    0.07% of the 13F portfolio, value $556,648.

    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 1,742 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $265,899.

    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 1,846 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $234,571.

    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).