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Disclosery

Key Financial Inc: DTD position timeline

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

Key Financial Inc held 17,587 DTD 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 17,587 shares
    Change vs previous 13F +700 shares

    0.27% of the 13F portfolio, value $1,639,948.

    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 16,887 shares
    Change vs previous 13F +2,155 shares

    0.26% of the 13F portfolio, value $1,458,377.

    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 14,732 shares
    Change vs previous 13F +289 shares

    0.23% of the 13F portfolio, value $1,250,468.

    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 14,443 shares
    Change vs previous 13F +6,500 shares

    0.22% of the 13F portfolio, value $1,215,383.

    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 7,943 shares
    Change vs previous 13F -1,491 shares

    0.13% of the 13F portfolio, value $631,590.

    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 9,434 shares
    Change vs previous 13F +955 shares

    0.16% of the 13F portfolio, value $725,919.

    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 8,479 shares
    Change vs previous 13F +1,983 shares

    0.15% of the 13F portfolio, value $643,230.

    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 6,496 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $498,121.

    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).