Skip to content
Disclosery

KEYVANTAGE WEALTH, LLC: IMCG position timeline

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

KEYVANTAGE WEALTH, LLC held 9,314 IMCG 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 9,314 shares
    Change vs previous 13F -83 shares

    0.35% of the 13F portfolio, value $915,566.

    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 9,397 shares
    Change vs previous 13F -276 shares

    0.33% of the 13F portfolio, value $740,202.

    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 9,673 shares
    Change vs previous 13F -99 shares

    0.33% of the 13F portfolio, value $772,292.

    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 9,772 shares
    Change vs previous 13F -126 shares

    0.34% of the 13F portfolio, value $808,438.

    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 9,898 shares
    Change vs previous 13F -680 shares

    0.36% of the 13F portfolio, value $794,117.

    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 10,578 shares
    Change vs previous 13F -13,147 shares

    0.37% of the 13F portfolio, value $755,587.

    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 23,725 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,791,960.

    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).