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Disclosery

KEYVANTAGE WEALTH, LLC: DISV position timeline

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

KEYVANTAGE WEALTH, LLC held 29,169 DISV 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 29,169 shares
    Change vs previous 13F -12,849 shares

    0.44% of the 13F portfolio, value $1,170,552.

    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 42,018 shares
    Change vs previous 13F -3,782 shares

    0.73% of the 13F portfolio, value $1,657,190.

    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 45,800 shares
    Change vs previous 13F -81,314 shares

    0.74% of the 13F portfolio, value $1,740,400.

    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 127,114 shares
    Change vs previous 13F -1,154 shares

    1.9% of the 13F portfolio, value $4,536,699.

    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 128,268 shares
    Change vs previous 13F +11,069 shares

    1.89% of the 13F portfolio, value $4,221,300.

    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 117,199 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,412,835.

    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).