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Disclosery

Key Financial Inc: DIS position timeline

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

Key Financial Inc held 6,261 DIS 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 6,261 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $602,682.

    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 6,361 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $613,134.

    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 6,371 shares
    Change vs previous 13F +114 shares

    0.13% of the 13F portfolio, value $724,776.

    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 6,257 shares
    Change vs previous 13F -1,621 shares

    0.13% of the 13F portfolio, value $706,733.

    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 7,878 shares
    Change vs previous 13F -1,850 shares

    0.2% of the 13F portfolio, value $976,995.

    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 9,728 shares
    Change vs previous 13F -4,687 shares

    0.21% of the 13F portfolio, value $960,189.

    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 14,415 shares
    Change vs previous 13F -4,871 shares

    0.36% of the 13F portfolio, value $1,605,095.

    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 19,286 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,855,107.

    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).