Skip to content
Disclosery

KEYVANTAGE WEALTH, LLC: VCSH position timeline

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

KEYVANTAGE WEALTH, LLC held 5,550 VCSH 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 5,550 shares
    Change vs previous 13F -20,304 shares

    0.17% of the 13F portfolio, value $438,617.

    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 25,854 shares
    Change vs previous 13F -2,421 shares

    0.9% of the 13F portfolio, value $2,049,447.

    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 28,275 shares
    Change vs previous 13F -89,473 shares

    0.96% of the 13F portfolio, value $2,254,366.

    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 117,748 shares
    Change vs previous 13F +5,742 shares

    3.95% of the 13F portfolio, value $9,411,598.

    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 112,006 shares
    Change vs previous 13F +76 shares

    4% of the 13F portfolio, value $8,904,477.

    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 111,930 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $8,835,754.

    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).