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Disclosery

Key Financial Inc: BUFR position timeline

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

Key Financial Inc held 402,453 BUFR 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 402,453 shares
    Change vs previous 13F -7,903 shares

    2.41% of the 13F portfolio, value $14,701,608.

    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 410,356 shares
    Change vs previous 13F -1,401 shares

    2.47% of the 13F portfolio, value $13,857,722.

    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 411,757 shares
    Change vs previous 13F -3,552 shares

    2.57% of the 13F portfolio, value $14,106,795.

    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 415,309 shares
    Change vs previous 13F +2,568 shares

    2.57% of the 13F portfolio, value $13,898,316.

    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 412,741 shares
    Change vs previous 13F -1,519 shares

    2.64% of the 13F portfolio, value $13,125,164.

    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 414,260 shares
    Change vs previous 13F +28,114 shares

    2.68% of the 13F portfolio, value $12,299,379.

    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 386,146 shares
    Change vs previous 13F +15,398 shares

    2.67% of the 13F portfolio, value $11,765,869.

    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 370,748 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $11,081,658.

    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).