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Disclosery

Keebeck Wealth Management: USMV position timeline

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

Keebeck Wealth Management held 17,027 USMV 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 17,027 shares
    Change vs previous 13F -3,874 shares

    0.16% of the 13F portfolio, value $1,642,473.

    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 20,901 shares
    Change vs previous 13F -1,926 shares

    0.22% of the 13F portfolio, value $1,938,405.

    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 22,827 shares
    Change vs previous 13F -751 shares

    0.25% of the 13F portfolio, value $2,149,437.

    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 23,578 shares
    Change vs previous 13F -2,259 shares

    0.27% of the 13F portfolio, value $2,243,163.

    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 25,837 shares
    Change vs previous 13F -366 shares

    0.32% of the 13F portfolio, value $2,425,272.

    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 26,203 shares
    Change vs previous 13F -1,162 shares

    0.36% of the 13F portfolio, value $2,454,126.

    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 27,365 shares
    Change vs previous 13F -162 shares

    0.35% of the 13F portfolio, value $2,429,694.

    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 27,527 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,513,445.

    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).