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Disclosery

Keebeck Wealth Management: WMT position timeline

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

Keebeck Wealth Management held 30,702 WMT 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 30,702 shares
    Change vs previous 13F +2,363 shares

    0.34% of the 13F portfolio, value $3,477,357.

    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 28,339 shares
    Change vs previous 13F +1,603 shares

    0.4% of the 13F portfolio, value $3,529,330.

    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 26,736 shares
    Change vs previous 13F +269 shares

    0.34% of the 13F portfolio, value $2,984,918.

    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 26,467 shares
    Change vs previous 13F +740 shares

    0.32% of the 13F portfolio, value $2,727,703.

    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 25,727 shares
    Change vs previous 13F +1,332 shares

    0.33% of the 13F portfolio, value $2,515,599.

    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 24,395 shares
    Change vs previous 13F -483 shares

    0.32% of the 13F portfolio, value $2,147,400.

    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 24,878 shares
    Change vs previous 13F +701 shares

    0.32% of the 13F portfolio, value $2,252,764.

    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 24,177 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,952,268.

    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).