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KEYVANTAGE WEALTH, LLC: VTIP position timeline

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

KEYVANTAGE WEALTH, LLC held 53,839 VTIP 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 53,839 shares
    Change vs previous 13F +8,453 shares

    1.02% of the 13F portfolio, value $2,704,333.

    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 45,386 shares
    Change vs previous 13F +4,159 shares

    1% of the 13F portfolio, value $2,267,031.

    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 41,227 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,039,087.

    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).