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KEYVANTAGE WEALTH, LLC: JGRO position timeline

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

KEYVANTAGE WEALTH, LLC held 83,692 JGRO 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 83,692 shares
    Change vs previous 13F -14,226 shares

    3.12% of the 13F portfolio, value $8,251,198.

    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 97,918 shares
    Change vs previous 13F -8,065 shares

    3.65% of the 13F portfolio, value $8,276,033.

    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 105,983 shares
    Change vs previous 13F -63,249 shares

    4.21% of the 13F portfolio, value $9,835,226.

    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 169,232 shares
    Change vs previous 13F +5,168 shares

    6.66% of the 13F portfolio, value $15,865,500.

    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 164,064 shares
    Change vs previous 13F +8,065 shares

    6.34% of the 13F portfolio, value $14,120,988.

    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 155,999 shares
    Change vs previous 13F +143,718 shares

    5.6% of the 13F portfolio, value $11,511,166.

    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 12,281 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $995,129.

    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).