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Disclosery

Keebeck Wealth Management: SPY position timeline

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

Keebeck Wealth Management held 6,921 SPY 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 6,921 shares
    Change vs previous 13F -41 shares

    0.51% of the 13F portfolio, value $5,171,495.

    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 6,962 shares
    Change vs previous 13F +330 shares

    0.51% of the 13F portfolio, value $4,540,173.

    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 6,632 shares
    Change vs previous 13F +66 shares

    0.52% of the 13F portfolio, value $4,536,449.

    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 6,566 shares
    Change vs previous 13F -1 shares

    0.52% of the 13F portfolio, value $4,386,137.

    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 6,567 shares
    Change vs previous 13F +365 shares

    0.53% of the 13F portfolio, value $4,068,730.

    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 6,202 shares
    Change vs previous 13F +460 shares

    0.51% of the 13F portfolio, value $3,480,041.

    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 5,742 shares
    Change vs previous 13F +747 shares

    0.49% of the 13F portfolio, value $3,376,322.

    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 4,995 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,874,834.

    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).