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Key Financial Inc: BSJS position timeline

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

Key Financial Inc held 31,456 BSJS 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 31,456 shares
    Change vs previous 13F +3,179 shares

    0.11% of the 13F portfolio, value $684,011.

    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 28,277 shares
    Change vs previous 13F +4,612 shares

    0.11% of the 13F portfolio, value $613,187.

    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 23,665 shares
    Change vs previous 13F +2,575 shares

    0.1% of the 13F portfolio, value $520,630.

    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 21,090 shares
    Change vs previous 13F +2,255 shares

    0.09% of the 13F portfolio, value $465,897.

    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 18,835 shares
    Change vs previous 13F +5,560 shares

    0.08% of the 13F portfolio, value $415,312.

    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 13,275 shares
    Change vs previous 13F +1,505 shares

    0.06% of the 13F portfolio, value $287,271.

    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 11,770 shares
    Change vs previous 13F +3,870 shares

    0.06% of the 13F portfolio, value $255,174.

    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 7,900 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $175,064.

    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).