Keebeck Wealth Management, LLC
Holdings in STEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,864,010 | 29,048 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $2,080,580 | 31,857 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $1,818,624 | 32,768 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $1,722,597 | 32,981 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $1,926,477 | 33,284 | Shares | Other | 2025-02-14 |
| 2024-09-30 | $1,904,032 | 33,504 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $1,605,553 | 34,987 | Shares | Other | 2024-08-14 |
| 2024-03-31 | $1,655,584 | 46,323 | Shares | Other | 2024-05-14 |
| 2023-12-31 | $1,418,121 | 44,553 | Shares | Other | 2024-02-14 |
| 2023-09-30 | $1,115,184 | 35,313 | Shares | Other | 2023-11-14 |
| 2023-06-30 | $786,328 | 31,694 | Shares | Other | 2023-08-14 |
| 2023-03-31 | $339,148 | 13,974 | Shares | Other | 2023-05-15 |