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Key Financial Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Financial Inc on AAPL, newest first. How the timeline and the estimate are built.

Key Financial Inc held 102,793 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,793 shares
    Change vs previous 13F -679 shares

    4.87% of the 13F portfolio, value $29,744,313.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    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 103,472 shares
    Change vs previous 13F +6,327 shares

    4.67% of the 13F portfolio, value $26,260,134.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    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 97,145 shares
    Change vs previous 13F -546 shares

    4.82% of the 13F portfolio, value $26,409,932.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    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 97,691 shares
    Change vs previous 13F -1,370 shares

    4.61% of the 13F portfolio, value $24,955,109.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    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 99,061 shares
    Change vs previous 13F +1,604 shares

    4.09% of the 13F portfolio, value $20,324,400.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    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 97,457 shares
    Change vs previous 13F -857 shares

    4.71% of the 13F portfolio, value $21,648,233.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    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 98,314 shares
    Change vs previous 13F -1,458 shares

    5.6% of the 13F portfolio, value $24,619,744.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 99,772 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $23,246,932.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).