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Disclosery

Key Financial Inc: CSPF position timeline

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

Key Financial Inc held 27,717 CSPF 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 27,717 shares
    Change vs previous 13F +9,345 shares

    0.12% of the 13F portfolio, value $722,859.

    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 18,372 shares
    Change vs previous 13F +17,814 shares

    0.08% of the 13F portfolio, value $470,966.

    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 558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,463.

    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).