Keebeck Wealth Management, LLC

SEC CIK: 0001803675
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

VERX holding history

Vertex, 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of VERX by Keebeck Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−44,101−100.0%	Sold out	Holders
Q1 2024	44,101	$1.40M	0.2%	+13,059+42.1%	Added	Holders
Q4 2023	31,042	$836.3K	0.1%	+31,042	New	Holders