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Disclosery

KEYVANTAGE WEALTH, LLC: NEAR position timeline

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

KEYVANTAGE WEALTH, LLC held 0 NEAR 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 0 shares
    Change vs previous 13F -13,876 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 13,876 shares
    Change vs previous 13F -3,034 shares

    0.31% of the 13F portfolio, value $705,386.

    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 16,910 shares
    Change vs previous 13F -74 shares

    0.37% of the 13F portfolio, value $864,101.

    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 16,984 shares
    Change vs previous 13F -347 shares

    0.37% of the 13F portfolio, value $870,940.

    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 17,331 shares
    Change vs previous 13F -2,957 shares

    0.4% of the 13F portfolio, value $885,614.

    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 20,288 shares
    Change vs previous 13F -36,807 shares

    0.5% of the 13F portfolio, value $1,032,051.

    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 57,095 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,883,299.

    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).