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Livermore
Livermore
ZHEN

Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

CG holding history

Carlyle Group 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.

CG overviewAll 13F holders of CGFull Q2 2026 holdings

Shares (Q2 2026)
6,955
Value
$292.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CG by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,955$292.9K<0.1%00.0%UnchangedHolders
Q1 20266,955$336.6K<0.1%−102−1.4%ReducedHolders
Q4 20257,057$417.1K<0.1%00.0%UnchangedHolders
Q3 20257,057$442.5K0.1%00.0%UnchangedHolders
Q2 20257,057$362.7K<0.1%00.0%UnchangedHolders
Q1 20257,057$307.6K<0.1%00.0%UnchangedHolders
Q4 20247,057$356.3K0.1%00.0%UnchangedHolders
Q3 20247,057$303.9K<0.1%00.0%UnchangedHolders
Q2 20247,057$283.3K<0.1%00.0%UnchangedHolders
Q1 20247,057$331.0K<0.1%00.0%UnchangedHolders
Q4 20237,057$287.1K<0.1%00.0%UnchangedHolders
Q3 20237,057$212.8K<0.1%00.0%UnchangedHolders
Q2 20237,057$225.5K<0.1%−8−0.1%ReducedHolders
Q1 20237,065$219.4K<0.1%00.0%UnchangedHolders
Q4 20227,065$210.8K<0.1%+7,065NewHolders
Q3 20220$00.0%−7,057−100.0%Sold outHolders
Q2 20227,057$223.0K<0.1%00.0%UnchangedHolders
Q1 20227,057$345.0K0.1%00.0%UnchangedHolders
Q4 20217,057$387.0K0.1%00.0%UnchangedHolders
Q3 20217,057$334.0K0.1%00.0%UnchangedHolders
Q2 20217,057$328.0K<0.1%00.0%UnchangedHolders
Q1 20217,057$259.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.