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Disclosery

Keebeck Wealth Management: SHV position timeline

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

Keebeck Wealth Management held 7,579 SHV 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 7,579 shares
    Change vs previous 13F -429 shares

    0.08% of the 13F portfolio, value $836,343.

    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 8,008 shares
    Change vs previous 13F -19,285 shares

    0.1% of the 13F portfolio, value $884,003.

    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 27,293 shares
    Change vs previous 13F +5,462 shares

    0.35% of the 13F portfolio, value $3,006,324.

    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 21,831 shares
    Change vs previous 13F +3,821 shares

    0.29% of the 13F portfolio, value $2,412,107.

    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 18,010 shares
    Change vs previous 13F +7,796 shares

    0.26% of the 13F portfolio, value $1,988,664.

    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 10,214 shares
    Change vs previous 13F -756 shares

    0.17% of the 13F portfolio, value $1,128,238.

    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 10,970 shares
    Change vs previous 13F -8,538 shares

    0.17% of the 13F portfolio, value $1,207,907.

    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 19,508 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,158,170.

    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).