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Key Financial Inc: BSSX position timeline

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

Key Financial Inc held 45,809 BSSX 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 45,809 shares
    Change vs previous 13F +4,424 shares

    0.19% of the 13F portfolio, value $1,182,101.

    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 41,385 shares
    Change vs previous 13F +6,885 shares

    0.19% of the 13F portfolio, value $1,051,945.

    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 34,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $891,998.

    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 34,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $881,992.

    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 34,500 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $864,915.

    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 34,500 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $873,540.

    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 34,500 shares
    Change vs previous 13F +11,550 shares

    0.2% of the 13F portfolio, value $888,548.

    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 22,950 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $604,732.

    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).