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Disclosery

Key Financial Inc: BSMY position timeline

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

Key Financial Inc held 35,620 BSMY 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 35,620 shares
    Change vs previous 13F +4,025 shares

    0.14% of the 13F portfolio, value $878,079.

    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 31,595 shares
    Change vs previous 13F +7,235 shares

    0.14% of the 13F portfolio, value $766,425.

    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 24,360 shares
    Change vs previous 13F +19,635 shares

    0.11% of the 13F portfolio, value $598,798.

    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 4,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $115,172.

    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).