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Disclosery

Key Financial Inc: BSMU position timeline

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

Key Financial Inc held 81,108 BSMU 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 81,108 shares
    Change vs previous 13F -32,767 shares

    0.29% of the 13F portfolio, value $1,777,766.

    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 113,875 shares
    Change vs previous 13F -12,715 shares

    0.44% of the 13F portfolio, value $2,484,001.

    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 126,590 shares
    Change vs previous 13F +7,373 shares

    0.51% of the 13F portfolio, value $2,788,145.

    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 119,217 shares
    Change vs previous 13F +417 shares

    0.48% of the 13F portfolio, value $2,614,429.

    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 118,800 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,554,200.

    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 118,800 shares
    Change vs previous 13F +2,075 shares

    0.56% of the 13F portfolio, value $2,563,704.

    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 116,725 shares
    Change vs previous 13F +2,050 shares

    0.58% of the 13F portfolio, value $2,535,267.

    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 114,675 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,540,051.

    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).