Skip to content
Disclosery

Key Financial Inc: BRK-B position timeline

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

Key Financial Inc held 5,121 BRK-B 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 5,121 shares
    Change vs previous 13F +38 shares

    0.42% of the 13F portfolio, value $2,562,497.

    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 5,083 shares
    Change vs previous 13F +337 shares

    0.43% of the 13F portfolio, value $2,435,774.

    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 4,746 shares
    Change vs previous 13F -1 shares

    0.44% of the 13F portfolio, value $2,385,577.

    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 4,747 shares
    Change vs previous 13F +223 shares

    0.44% of the 13F portfolio, value $2,364,955.

    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 4,524 shares
    Change vs previous 13F +113 shares

    0.44% of the 13F portfolio, value $2,197,623.

    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 4,411 shares
    Change vs previous 13F +66 shares

    0.51% of the 13F portfolio, value $2,349,210.

    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 4,345 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,969,502.

    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 4,345 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,999,830.

    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).