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Disclosery

Key Financial Inc: BSMT position timeline

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

Key Financial Inc held 79,698 BSMT 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 79,698 shares
    Change vs previous 13F -31,078 shares

    0.3% of the 13F portfolio, value $1,835,445.

    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 110,776 shares
    Change vs previous 13F -9,696 shares

    0.45% of the 13F portfolio, value $2,550,484.

    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 120,472 shares
    Change vs previous 13F +1,080 shares

    0.51% of the 13F portfolio, value $2,788,927.

    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 119,392 shares
    Change vs previous 13F +2,860 shares

    0.51% of the 13F portfolio, value $2,757,358.

    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 116,532 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,646,442.

    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 116,532 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,649,938.

    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 116,532 shares
    Change vs previous 13F +9,850 shares

    0.61% of the 13F portfolio, value $2,673,244.

    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 106,682 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,482,490.

    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).