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Disclosery

Keebeck Wealth Management: STT position timeline

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

Keebeck Wealth Management held 27,079 STT 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 27,079 shares
    Change vs previous 13F +4,087 shares

    0.45% of the 13F portfolio, value $4,592,598.

    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 22,992 shares
    Change vs previous 13F +5,177 shares

    0.33% of the 13F portfolio, value $2,909,868.

    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 17,815 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,298,313.

    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).