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Disclosery

Keebeck Wealth Management: WEC position timeline

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

Keebeck Wealth Management held 30,280 WEC 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 30,280 shares
    Change vs previous 13F +1,409 shares

    0.35% of the 13F portfolio, value $3,535,796.

    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 28,871 shares
    Change vs previous 13F -10,952 shares

    0.38% of the 13F portfolio, value $3,342,396.

    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 39,823 shares
    Change vs previous 13F -1,773 shares

    0.48% of the 13F portfolio, value $4,199,734.

    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 41,596 shares
    Change vs previous 13F -911 shares

    0.56% of the 13F portfolio, value $4,766,486.

    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 42,507 shares
    Change vs previous 13F +14,871 shares

    0.58% of the 13F portfolio, value $4,429,229.

    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 27,636 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,011,771.

    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).