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Disclosery

Key Financial Inc: BSMW position timeline

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

Key Financial Inc held 54,685 BSMW 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 54,685 shares
    Change vs previous 13F +5,282 shares

    0.23% of the 13F portfolio, value $1,374,781.

    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 49,403 shares
    Change vs previous 13F +10,695 shares

    0.22% of the 13F portfolio, value $1,227,852.

    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 38,708 shares
    Change vs previous 13F +3,600 shares

    0.18% of the 13F portfolio, value $971,958.

    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 35,108 shares
    Change vs previous 13F +500 shares

    0.16% of the 13F portfolio, value $876,296.

    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 34,608 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $847,204.

    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 34,608 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $851,357.

    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 34,608 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $868,315.

    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 34,608 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $887,003.

    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).