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Disclosery

Keebeck Wealth Management: XLI position timeline

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

Keebeck Wealth Management held 15,724 XLI 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 15,724 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,912,557.

    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 15,724 shares
    Change vs previous 13F -6,250 shares

    0.29% of the 13F portfolio, value $2,543,043.

    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 21,974 shares
    Change vs previous 13F -1,037 shares

    0.39% of the 13F portfolio, value $3,408,607.

    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 23,011 shares
    Change vs previous 13F -1 shares

    0.42% of the 13F portfolio, value $3,548,987.

    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 23,012 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $3,394,730.

    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 23,012 shares
    Change vs previous 13F -6,601 shares

    0.45% of the 13F portfolio, value $3,016,183.

    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 29,613 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $3,901,809.

    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 29,613 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,010,785.

    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).