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KEYVANTAGE WEALTH, LLC: DFSV position timeline

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

KEYVANTAGE WEALTH, LLC held 23,526 DFSV 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 23,526 shares
    Change vs previous 13F -22,118 shares

    0.35% of the 13F portfolio, value $912,574.

    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 45,644 shares
    Change vs previous 13F -7,630 shares

    0.7% of the 13F portfolio, value $1,599,366.

    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 53,274 shares
    Change vs previous 13F -119,744 shares

    0.75% of the 13F portfolio, value $1,752,182.

    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 173,018 shares
    Change vs previous 13F +2,415 shares

    2.31% of the 13F portfolio, value $5,508,893.

    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 170,603 shares
    Change vs previous 13F +12,235 shares

    2.25% of the 13F portfolio, value $5,020,846.

    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 158,368 shares
    Change vs previous 13F +149,128 shares

    2.17% of the 13F portfolio, value $4,458,059.

    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 9,240 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $284,407.

    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).