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Disclosery

Key Financial Inc: ADP position timeline

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

Key Financial Inc held 8,481 ADP 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 8,481 shares
    Change vs previous 13F -2,300 shares

    0.31% of the 13F portfolio, value $1,899,320.

    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 10,781 shares
    Change vs previous 13F +258 shares

    0.39% of the 13F portfolio, value $2,190,484.

    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 10,523 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,706,831.

    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 10,523 shares
    Change vs previous 13F -5 shares

    0.57% of the 13F portfolio, value $3,068,612.

    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 10,528 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $3,246,835.

    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 10,528 shares
    Change vs previous 13F +3 shares

    0.7% of the 13F portfolio, value $3,216,620.

    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 10,525 shares
    Change vs previous 13F -211 shares

    0.7% of the 13F portfolio, value $3,080,983.

    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 10,736 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,970,973.

    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).