Keebeck Wealth Management 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), from the quarter ended 2026-03-31 to 2026-06-30, Keebeck Wealth Management opened 1 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was MAREX GROUP PLC (+$304,750); the largest decrease was TWIN VEE POWERCATS CO (-$102,720).
- MAREX GROUP PLC: Country of operation —; Class ORD; Shares 2026-03-31 0; Shares 2026-06-30 5,000.
Two Form 13F-HR filings compared (SEC CIK 1803675): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
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