Skip to content
Disclosery

Keebeck Wealth Management: USFR position timeline

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

Keebeck Wealth Management held 304,210 USFR 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 304,210 shares
    Change vs previous 13F +92,231 shares

    1.5% of the 13F portfolio, value $15,316,974.

    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 211,979 shares
    Change vs previous 13F +47,670 shares

    1.2% of the 13F portfolio, value $10,671,023.

    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 164,309 shares
    Change vs previous 13F +23,672 shares

    0.95% of the 13F portfolio, value $8,268,029.

    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 140,637 shares
    Change vs previous 13F +59,465 shares

    0.84% of the 13F portfolio, value $7,069,822.

    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 81,172 shares
    Change vs previous 13F -53,415 shares

    0.54% of the 13F portfolio, value $4,083,763.

    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 134,587 shares
    Change vs previous 13F -121,211 shares

    1% of the 13F portfolio, value $6,773,764.

    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 255,798 shares
    Change vs previous 13F +153,018 shares

    1.86% of the 13F portfolio, value $12,871,755.

    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 102,780 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,161,612.

    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).