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KEYVANTAGE WEALTH, LLC: SCHC position timeline

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

KEYVANTAGE WEALTH, LLC held 162,240 SCHC 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 162,240 shares
    Change vs previous 13F +4,622 shares

    2.95% of the 13F portfolio, value $7,806,989.

    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 157,618 shares
    Change vs previous 13F +1,948 shares

    3.25% of the 13F portfolio, value $7,367,062.

    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 155,670 shares
    Change vs previous 13F +11,234 shares

    3.03% of the 13F portfolio, value $7,087,652.

    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 144,436 shares
    Change vs previous 13F -1,659 shares

    2.76% of the 13F portfolio, value $6,573,280.

    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 146,095 shares
    Change vs previous 13F +6,387 shares

    2.79% of the 13F portfolio, value $6,222,184.

    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 139,708 shares
    Change vs previous 13F +36,470 shares

    2.44% of the 13F portfolio, value $5,012,721.

    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 103,238 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,544,159.

    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).