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Keebeck Wealth Management: USFD position timeline

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

Keebeck Wealth Management held 29,816 USFD 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 29,816 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,048,686.

    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 29,816 shares
    Change vs previous 13F -1,434 shares

    0.31% of the 13F portfolio, value $2,749,333.

    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 31,250 shares
    Change vs previous 13F -500 shares

    0.27% of the 13F portfolio, value $2,353,750.

    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 31,750 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,432,685.

    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 31,750 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,445,068.

    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 31,750 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,078,355.

    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 31,750 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,141,855.

    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 31,750 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,952,625.

    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).