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Disclosery

Key Financial Inc: BSMV position timeline

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

Key Financial Inc held 71,944 BSMV 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 71,944 shares
    Change vs previous 13F -33,770 shares

    0.25% of the 13F portfolio, value $1,509,745.

    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 105,714 shares
    Change vs previous 13F -18,575 shares

    0.39% of the 13F portfolio, value $2,207,340.

    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 124,289 shares
    Change vs previous 13F +3,000 shares

    0.48% of the 13F portfolio, value $2,626,848.

    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 121,289 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,554,346.

    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 121,289 shares
    Change vs previous 13F +1,000 shares

    0.5% of the 13F portfolio, value $2,500,979.

    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 120,289 shares
    Change vs previous 13F +1,400 shares

    0.54% of the 13F portfolio, value $2,493,591.

    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 118,889 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,488,347.

    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 118,889 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,532,930.

    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).