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Disclosery

Key Financial Inc: DEM position timeline

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

Key Financial Inc held 9,305 DEM 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 9,305 shares
    Change vs previous 13F -46 shares

    0.08% of the 13F portfolio, value $500,517.

    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 9,351 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $464,635.

    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 9,349 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $436,705.

    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 9,380 shares
    Change vs previous 13F +90 shares

    0.08% of the 13F portfolio, value $431,310.

    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 9,290 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $420,731.

    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 9,287 shares
    Change vs previous 13F -70 shares

    0.09% of the 13F portfolio, value $390,799.

    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 9,357 shares
    Change vs previous 13F +3,701 shares

    0.09% of the 13F portfolio, value $378,865.

    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 5,656 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $248,905.

    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).