Skip to content
Disclosery

KEYVANTAGE WEALTH, LLC: SCHF position timeline

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

KEYVANTAGE WEALTH, LLC held 1,162,822 SCHF 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 1,162,822 shares
    Change vs previous 13F +26,787 shares

    12.19% of the 13F portfolio, value $32,210,175.

    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 1,136,035 shares
    Change vs previous 13F +28,311 shares

    12.39% of the 13F portfolio, value $28,116,863.

    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 1,107,724 shares
    Change vs previous 13F +30,628 shares

    11.39% of the 13F portfolio, value $26,629,681.

    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 1,077,096 shares
    Change vs previous 13F +4,597 shares

    10.52% of the 13F portfolio, value $25,074,806.

    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 1,072,499 shares
    Change vs previous 13F +14,732 shares

    10.64% of the 13F portfolio, value $23,702,239.

    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 1,057,767 shares
    Change vs previous 13F +469,665 shares

    10.18% of the 13F portfolio, value $20,922,636.

    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 588,102 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $10,879,891.

    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).