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Key Financial Inc: BSCS position timeline

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

Key Financial Inc held 81,927 BSCS 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 81,927 shares
    Change vs previous 13F -23,405 shares

    0.27% of the 13F portfolio, value $1,668,443.

    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 105,332 shares
    Change vs previous 13F +33,912 shares

    0.38% of the 13F portfolio, value $2,151,195.

    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 71,420 shares
    Change vs previous 13F +17,305 shares

    0.27% of the 13F portfolio, value $1,471,252.

    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 54,115 shares
    Change vs previous 13F +2,430 shares

    0.21% of the 13F portfolio, value $1,115,040.

    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 51,685 shares
    Change vs previous 13F +5,880 shares

    0.21% of the 13F portfolio, value $1,059,026.

    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 45,805 shares
    Change vs previous 13F +1,630 shares

    0.2% of the 13F portfolio, value $932,132.

    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 44,175 shares
    Change vs previous 13F +16,435 shares

    0.2% of the 13F portfolio, value $889,243.

    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 27,740 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $570,334.

    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).