Skip to content
Disclosery

Key Financial Inc: DLN position timeline

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

Key Financial Inc held 96,015 DLN 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 96,015 shares
    Change vs previous 13F +478 shares

    1.51% of the 13F portfolio, value $9,248,197.

    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 95,537 shares
    Change vs previous 13F +908 shares

    1.52% of the 13F portfolio, value $8,534,350.

    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 94,629 shares
    Change vs previous 13F -3,982 shares

    1.52% of the 13F portfolio, value $8,334,952.

    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 98,611 shares
    Change vs previous 13F -1,338 shares

    1.59% of the 13F portfolio, value $8,587,075.

    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 99,949 shares
    Change vs previous 13F +3,090 shares

    1.65% of the 13F portfolio, value $8,209,838.

    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 96,859 shares
    Change vs previous 13F -1,498 shares

    1.67% of the 13F portfolio, value $7,687,725.

    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 98,357 shares
    Change vs previous 13F -1,084 shares

    1.74% of the 13F portfolio, value $7,651,217.

    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 99,441 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $7,812,111.

    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).