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KEYVANTAGE WEALTH, LLC: DFGR position timeline

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

KEYVANTAGE WEALTH, LLC held 47,322 DFGR 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 47,322 shares
    Change vs previous 13F +1,314 shares

    0.52% of the 13F portfolio, value $1,370,918.

    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 46,008 shares
    Change vs previous 13F +2,625 shares

    0.54% of the 13F portfolio, value $1,222,893.

    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 43,383 shares
    Change vs previous 13F +6,050 shares

    0.49% of the 13F portfolio, value $1,146,179.

    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 37,333 shares
    Change vs previous 13F +1,956 shares

    0.43% of the 13F portfolio, value $1,019,564.

    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 35,377 shares
    Change vs previous 13F +706 shares

    0.43% of the 13F portfolio, value $949,165.

    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 34,671 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $910,460.

    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).