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Disclosery

Keebeck Wealth Management: STEP position timeline

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

Keebeck Wealth Management held 20,889 STEP 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 20,889 shares
    Change vs previous 13F -8,159 shares

    0.08% of the 13F portfolio, value $863,969.

    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 29,048 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,386,171.

    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 29,048 shares
    Change vs previous 13F -2,809 shares

    0.22% of the 13F portfolio, value $1,864,010.

    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 31,857 shares
    Change vs previous 13F -911 shares

    0.25% of the 13F portfolio, value $2,080,581.

    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 32,768 shares
    Change vs previous 13F -213 shares

    0.24% of the 13F portfolio, value $1,818,624.

    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 32,981 shares
    Change vs previous 13F -303 shares

    0.25% of the 13F portfolio, value $1,722,598.

    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 33,284 shares
    Change vs previous 13F -220 shares

    0.28% of the 13F portfolio, value $1,926,478.

    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 33,504 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,904,032.

    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).