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Key Financial Inc: BSMQ position timeline

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

Key Financial Inc held 292,767 BSMQ 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 292,767 shares
    Change vs previous 13F +99,149 shares

    1.13% of the 13F portfolio, value $6,893,199.

    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 193,618 shares
    Change vs previous 13F +67,390 shares

    0.81% of the 13F portfolio, value $4,574,225.

    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 126,228 shares
    Change vs previous 13F +23,972 shares

    0.54% of the 13F portfolio, value $2,984,661.

    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 102,256 shares
    Change vs previous 13F -2,115 shares

    0.45% of the 13F portfolio, value $2,412,730.

    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 104,371 shares
    Change vs previous 13F +6,166 shares

    0.49% of the 13F portfolio, value $2,458,981.

    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 98,205 shares
    Change vs previous 13F +9,165 shares

    0.5% of the 13F portfolio, value $2,318,620.

    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 89,040 shares
    Change vs previous 13F +4,753 shares

    0.48% of the 13F portfolio, value $2,098,673.

    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 84,287 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,000,973.

    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).