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Disclosery

Key Financial Inc: BSMS position timeline

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

Key Financial Inc held 110,601 BSMS 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 110,601 shares
    Change vs previous 13F -36,119 shares

    0.42% of the 13F portfolio, value $2,592,487.

    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 146,720 shares
    Change vs previous 13F -61,155 shares

    0.61% of the 13F portfolio, value $3,432,544.

    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 207,875 shares
    Change vs previous 13F +28,851 shares

    0.89% of the 13F portfolio, value $4,885,062.

    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 179,024 shares
    Change vs previous 13F +2,810 shares

    0.77% of the 13F portfolio, value $4,192,742.

    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 176,214 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $4,093,451.

    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 176,214 shares
    Change vs previous 13F +14,960 shares

    0.89% of the 13F portfolio, value $4,083,759.

    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 161,254 shares
    Change vs previous 13F +5,655 shares

    0.86% of the 13F portfolio, value $3,762,056.

    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 155,599 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,669,024.

    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).