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KEYVANTAGE WEALTH, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEYVANTAGE WEALTH, LLC on DFEM, newest first. How the timeline and the estimate are built.

KEYVANTAGE WEALTH, LLC held 222,657 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,657 shares
    Change vs previous 13F +4,382 shares

    3.42% of the 13F portfolio, value $9,048,780.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 218,275 shares
    Change vs previous 13F -111 shares

    3.32% of the 13F portfolio, value $7,541,401.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 218,386 shares
    Change vs previous 13F -41,605 shares

    3.09% of the 13F portfolio, value $7,224,209.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 259,991 shares
    Change vs previous 13F +1,451 shares

    3.5% of the 13F portfolio, value $8,337,911.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 258,540 shares
    Change vs previous 13F +9,766 shares

    3.44% of the 13F portfolio, value $7,673,467.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 248,774 shares
    Change vs previous 13F +235,993 shares

    3.2% of the 13F portfolio, value $6,582,560.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,781 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $334,734.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).