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Disclosery

Keebeck Wealth Management: XLY position timeline

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

Keebeck Wealth Management held 48,280 XLY 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 48,280 shares
    Change vs previous 13F -79 shares

    0.55% of the 13F portfolio, value $5,662,278.

    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 48,359 shares
    Change vs previous 13F -8,763 shares

    0.59% of the 13F portfolio, value $5,270,164.

    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 57,122 shares
    Change vs previous 13F +28,009 shares

    0.79% of the 13F portfolio, value $6,820,938.

    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 29,113 shares
    Change vs previous 13F -570 shares

    0.82% of the 13F portfolio, value $6,976,639.

    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 29,683 shares
    Change vs previous 13F -918 shares

    0.85% of the 13F portfolio, value $6,451,006.

    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 30,601 shares
    Change vs previous 13F -2,386 shares

    0.89% of the 13F portfolio, value $6,042,473.

    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 32,987 shares
    Change vs previous 13F -353 shares

    1.07% of the 13F portfolio, value $7,400,633.

    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 33,340 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,680,336.

    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).