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Disclosery

Key Financial Inc: DWM position timeline

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

Key Financial Inc held 62,725 DWM 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 62,725 shares
    Change vs previous 13F -1,083 shares

    0.75% of the 13F portfolio, value $4,592,367.

    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 63,808 shares
    Change vs previous 13F +3,515 shares

    0.79% of the 13F portfolio, value $4,459,579.

    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 60,293 shares
    Change vs previous 13F +4,784 shares

    0.76% of the 13F portfolio, value $4,145,747.

    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 55,509 shares
    Change vs previous 13F +1,903 shares

    0.68% of the 13F portfolio, value $3,695,972.

    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 53,606 shares
    Change vs previous 13F -694 shares

    0.69% of the 13F portfolio, value $3,407,197.

    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 54,300 shares
    Change vs previous 13F +8,517 shares

    0.69% of the 13F portfolio, value $3,157,811.

    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 45,783 shares
    Change vs previous 13F +2,264 shares

    0.55% of the 13F portfolio, value $2,412,535.

    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 43,519 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,504,810.

    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).