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Disclosery

Key Financial Inc: CRM position timeline

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

Key Financial Inc held 4,504 CRM 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 4,504 shares
    Change vs previous 13F -65 shares

    0.12% of the 13F portfolio, value $705,597.

    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 4,569 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $852,895.

    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 4,548 shares
    Change vs previous 13F -8 shares

    0.22% of the 13F portfolio, value $1,204,811.

    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 4,556 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $1,073,804.

    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 4,592 shares
    Change vs previous 13F +1,990 shares

    0.25% of the 13F portfolio, value $1,252,192.

    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 2,602 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $698,273.

    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 2,572 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $859,897.

    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 2,557 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $699,876.

    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).