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Keebeck Wealth Management: STIP position timeline

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

Keebeck Wealth Management held 10,731 STIP 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 10,731 shares
    Change vs previous 13F +2,670 shares

    0.11% of the 13F portfolio, value $1,096,279.

    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 8,061 shares
    Change vs previous 13F +5,765 shares

    0.09% of the 13F portfolio, value $833,749.

    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 2,296 shares
    Change vs previous 13F -809 shares

    0.03% of the 13F portfolio, value $235,087.

    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 3,105 shares
    Change vs previous 13F +651 shares

    0.04% of the 13F portfolio, value $320,933.

    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 2,454 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,541.

    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).