Keebeck Wealth Management historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Keebeck Wealth Management opened 6 positions, added to 1, reduced 2 and sold out of 11.
- Q2 2026: Stock MAREX GROUP PLC; Country of operation —; Class ORD; Shares before 0.
- Q1 2026: Stock TWIN VEE POWERCATS CO; Country of operation United States; Class COM NEW; Shares before 0.
- Q3 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock PARAMOUNT GLOBAL; Country of operation United States; Class CLASS B COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803675), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cypress Capital Group | United States | $0.889B | 284 |
| JAG CAPITAL MANAGEMENT, LLC | United States | $0.889B | 161 |
| FOUNDATION RESOURCE MANAGEMENT INC | United States | $0.889B | 55 |
| SHEETS SMITH WEALTH MANAGEMENT | United States | $0.888B | 393 |
| FJ Capital Management LLC | United States | $0.888B | 126 |
| Bedel Financial Consulting, Inc. | United States | $0.888B | 300 |
| ZEGA Investments, LLC | United States | $0.890B | 299 |
| HOWARD FINANCIAL SERVICES, LTD. | United States | $0.888B | 223 |
| Trustees of Columbia University in the City of New York | United States | $0.891B | 3 |
| Prime Capital Management Co Ltd | Hong Kong | $0.891B | 7 |