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Disclosery

Keebeck Wealth Management: VUG position timeline

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

Keebeck Wealth Management held 43,827 VUG 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 43,827 shares
    Change vs previous 13F +36,504 shares

    0.37% of the 13F portfolio, value $3,775,338.

    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 7,323 shares
    Change vs previous 13F -882 shares

    0.36% of the 13F portfolio, value $3,199,018.

    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 8,205 shares
    Change vs previous 13F -9 shares

    0.46% of the 13F portfolio, value $4,003,116.

    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 8,214 shares
    Change vs previous 13F +1 shares

    0.47% of the 13F portfolio, value $3,943,479.

    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 8,213 shares
    Change vs previous 13F -61 shares

    0.47% of the 13F portfolio, value $3,604,763.

    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 8,274 shares
    Change vs previous 13F +207 shares

    0.45% of the 13F portfolio, value $3,068,199.

    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 8,067 shares
    Change vs previous 13F +423 shares

    0.48% of the 13F portfolio, value $3,310,822.

    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 7,644 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,934,761.

    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).