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Disclosery

Keebeck Wealth Management: XLV position timeline

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

Keebeck Wealth Management held 47,412 XLV 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 47,412 shares
    Change vs previous 13F -1,251 shares

    0.73% of the 13F portfolio, value $7,522,454.

    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 48,663 shares
    Change vs previous 13F -1,440 shares

    0.8% of the 13F portfolio, value $7,134,544.

    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 50,103 shares
    Change vs previous 13F -960 shares

    0.9% of the 13F portfolio, value $7,756,009.

    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 51,063 shares
    Change vs previous 13F -3,160 shares

    0.84% of the 13F portfolio, value $7,106,496.

    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 54,223 shares
    Change vs previous 13F -1,867 shares

    0.96% of the 13F portfolio, value $7,308,775.

    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 56,090 shares
    Change vs previous 13F -5,884 shares

    1.21% of the 13F portfolio, value $8,189,762.

    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 61,974 shares
    Change vs previous 13F -2,281 shares

    1.23% of the 13F portfolio, value $8,525,821.

    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 64,255 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $9,896,620.

    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).