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KEYVANTAGE WEALTH, LLC: FBND position timeline

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

KEYVANTAGE WEALTH, LLC held 5,254 FBND 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 5,254 shares
    Change vs previous 13F -21,551 shares

    0.09% of the 13F portfolio, value $239,004.

    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 26,805 shares
    Change vs previous 13F -5,002 shares

    0.54% of the 13F portfolio, value $1,222,844.

    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 31,807 shares
    Change vs previous 13F -778 shares

    0.63% of the 13F portfolio, value $1,464,394.

    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 32,585 shares
    Change vs previous 13F -1,757 shares

    0.63% of the 13F portfolio, value $1,506,730.

    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 34,342 shares
    Change vs previous 13F -5,717 shares

    0.71% of the 13F portfolio, value $1,571,147.

    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 40,059 shares
    Change vs previous 13F -97,734 shares

    0.89% of the 13F portfolio, value $1,828,693.

    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 137,793 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $6,182,757.

    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).