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Disclosery

Key Financial Inc: BSJQ position timeline

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

Key Financial Inc held 63,641 BSJQ 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 63,641 shares
    Change vs previous 13F -782 shares

    0.24% of the 13F portfolio, value $1,460,879.

    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 64,423 shares
    Change vs previous 13F +5,855 shares

    0.27% of the 13F portfolio, value $1,493,003.

    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 58,568 shares
    Change vs previous 13F +8,120 shares

    0.25% of the 13F portfolio, value $1,366,977.

    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 50,448 shares
    Change vs previous 13F +4,280 shares

    0.22% of the 13F portfolio, value $1,181,240.

    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 46,168 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,077,099.

    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 46,168 shares
    Change vs previous 13F +2,695 shares

    0.23% of the 13F portfolio, value $1,070,636.

    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 43,473 shares
    Change vs previous 13F +12,250 shares

    0.23% of the 13F portfolio, value $1,011,834.

    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 31,223 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $732,335.

    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).