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Disclosery

Key Financial Inc: BSJR position timeline

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

Key Financial Inc held 41,087 BSJR 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 41,087 shares
    Change vs previous 13F +392 shares

    0.15% of the 13F portfolio, value $918,114.

    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 40,695 shares
    Change vs previous 13F +6,921 shares

    0.16% of the 13F portfolio, value $910,144.

    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 33,774 shares
    Change vs previous 13F +1,100 shares

    0.14% of the 13F portfolio, value $763,786.

    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 32,674 shares
    Change vs previous 13F +3,300 shares

    0.14% of the 13F portfolio, value $743,497.

    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 29,374 shares
    Change vs previous 13F +3,750 shares

    0.13% of the 13F portfolio, value $666,937.

    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 25,624 shares
    Change vs previous 13F +2,800 shares

    0.12% of the 13F portfolio, value $574,101.

    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 22,824 shares
    Change vs previous 13F +5,955 shares

    0.12% of the 13F portfolio, value $511,258.

    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 16,869 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $382,926.

    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).