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Disclosery

Key Financial Inc: DNL position timeline

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

Key Financial Inc held 452,268 DNL 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 452,268 shares
    Change vs previous 13F -10,564 shares

    3.42% of the 13F portfolio, value $20,885,754.

    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 462,832 shares
    Change vs previous 13F +10,621 shares

    3.33% of the 13F portfolio, value $18,684,544.

    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 452,211 shares
    Change vs previous 13F -521 shares

    3.4% of the 13F portfolio, value $18,640,153.

    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 452,732 shares
    Change vs previous 13F +20,011 shares

    3.43% of the 13F portfolio, value $18,575,594.

    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 432,721 shares
    Change vs previous 13F -477 shares

    3.51% of the 13F portfolio, value $17,425,675.

    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 433,198 shares
    Change vs previous 13F -2,496 shares

    3.36% of the 13F portfolio, value $15,452,173.

    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 435,694 shares
    Change vs previous 13F +8,323 shares

    3.56% of the 13F portfolio, value $15,676,270.

    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 427,371 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $16,836,280.

    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).