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KEYVANTAGE WEALTH, LLC: PM position timeline

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

KEYVANTAGE WEALTH, LLC held 1,672 PM 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 1,672 shares
    Change vs previous 13F -286 shares

    0.11% of the 13F portfolio, value $302,420.

    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 1,958 shares
    Change vs previous 13F +323 shares

    0.14% of the 13F portfolio, value $323,729.

    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 1,635 shares
    Change vs previous 13F -370 shares

    0.11% of the 13F portfolio, value $262,312.

    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 2,005 shares
    Change vs previous 13F -34 shares

    0.14% of the 13F portfolio, value $325,151.

    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 2,039 shares
    Change vs previous 13F +514 shares

    0.17% of the 13F portfolio, value $371,446.

    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 1,525 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $242,048.

    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).