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Disclosery

Keebeck Wealth Management: WM position timeline

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

Keebeck Wealth Management held 18,993 WM 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 18,993 shares
    Change vs previous 13F +409 shares

    0.41% of the 13F portfolio, value $4,233,160.

    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 18,584 shares
    Change vs previous 13F +357 shares

    0.48% of the 13F portfolio, value $4,270,417.

    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 18,227 shares
    Change vs previous 13F -57 shares

    0.46% of the 13F portfolio, value $4,004,654.

    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 18,284 shares
    Change vs previous 13F -322 shares

    0.48% of the 13F portfolio, value $4,037,656.

    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 18,606 shares
    Change vs previous 13F -38 shares

    0.56% of the 13F portfolio, value $4,257,425.

    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 18,644 shares
    Change vs previous 13F -170 shares

    0.64% of the 13F portfolio, value $4,316,272.

    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 18,814 shares
    Change vs previous 13F +2,758 shares

    0.55% of the 13F portfolio, value $3,796,477.

    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 16,056 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,333,226.

    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).