Keebeck Wealth Management, LLC

SEC CIK: 0001803675
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

AI holding history

C3.ai, Inc. in every 13F filed by Keebeck Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overview All 13F holders of AI Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of AI by Keebeck Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−15,000−100.0%	Sold out	Holders
Q3 2023	15,000	$382.8K	0.1%	−8,000−34.8%	Reduced	Holders
Q2 2023	23,000	$837.9K	0.1%	+23,000	New	Holders