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Disclosery

Key Financial Inc: DES position timeline

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

Key Financial Inc held 155,418 DES 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 155,418 shares
    Change vs previous 13F -3,283 shares

    1.04% of the 13F portfolio, value $6,322,416.

    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 158,701 shares
    Change vs previous 13F -3,092 shares

    1.02% of the 13F portfolio, value $5,703,725.

    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 161,793 shares
    Change vs previous 13F -977 shares

    0.99% of the 13F portfolio, value $5,411,990.

    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 162,770 shares
    Change vs previous 13F -4,584 shares

    1.01% of the 13F portfolio, value $5,485,334.

    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 167,354 shares
    Change vs previous 13F -10,414 shares

    1.07% of the 13F portfolio, value $5,315,147.

    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 177,768 shares
    Change vs previous 13F +6,049 shares

    1.24% of the 13F portfolio, value $5,681,464.

    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 171,719 shares
    Change vs previous 13F +843 shares

    1.34% of the 13F portfolio, value $5,898,562.

    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 170,876 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $5,893,518.

    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).