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Disclosery

Keebeck Wealth Management: UL position timeline

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

Keebeck Wealth Management held 5,497 UL 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 5,497 shares
    Change vs previous 13F +1,346 shares

    0.03% of the 13F portfolio, value $330,480.

    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 4,151 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $238,126.

    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).