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Disclosery

Key Financial Inc: BSCQ position timeline

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

Key Financial Inc held 154,429 BSCQ 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 154,429 shares
    Change vs previous 13F -22,984 shares

    0.49% of the 13F portfolio, value $3,015,226.

    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 177,413 shares
    Change vs previous 13F +42,164 shares

    0.62% of the 13F portfolio, value $3,464,876.

    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 135,249 shares
    Change vs previous 13F +35,716 shares

    0.48% of the 13F portfolio, value $2,647,499.

    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 99,533 shares
    Change vs previous 13F +5,115 shares

    0.36% of the 13F portfolio, value $1,947,383.

    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 94,418 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,843,039.

    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 94,418 shares
    Change vs previous 13F +4,036 shares

    0.4% of the 13F portfolio, value $1,839,263.

    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 90,382 shares
    Change vs previous 13F +22,527 shares

    0.4% of the 13F portfolio, value $1,756,122.

    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 67,855 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,327,244.

    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).