Skip to content
Disclosery

Key Financial Inc: DOL position timeline

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

Key Financial Inc held 306,315 DOL 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 306,315 shares
    Change vs previous 13F -15,020 shares

    3.73% of the 13F portfolio, value $22,778,931.

    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 321,335 shares
    Change vs previous 13F +1,119 shares

    3.89% of the 13F portfolio, value $21,846,410.

    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 320,216 shares
    Change vs previous 13F -1,540 shares

    3.85% of the 13F portfolio, value $21,086,224.

    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 321,756 shares
    Change vs previous 13F +677 shares

    3.73% of the 13F portfolio, value $20,203,059.

    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 321,079 shares
    Change vs previous 13F +16,916 shares

    3.85% of the 13F portfolio, value $19,125,713.

    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 304,163 shares
    Change vs previous 13F +7,246 shares

    3.64% of the 13F portfolio, value $16,750,256.

    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 296,917 shares
    Change vs previous 13F +13,652 shares

    3.34% of the 13F portfolio, value $14,679,576.

    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 283,265 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $15,286,650.

    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).