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Disclosery

Key Financial Inc: EES position timeline

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

Key Financial Inc held 293,975 EES 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 293,975 shares
    Change vs previous 13F +5,936 shares

    3.26% of the 13F portfolio, value $19,928,531.

    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 288,039 shares
    Change vs previous 13F +4,033 shares

    2.98% of the 13F portfolio, value $16,720,260.

    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 284,006 shares
    Change vs previous 13F +8,562 shares

    2.95% of the 13F portfolio, value $16,168,433.

    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 275,444 shares
    Change vs previous 13F +19,934 shares

    2.85% of the 13F portfolio, value $15,408,337.

    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 255,510 shares
    Change vs previous 13F -61,376 shares

    2.62% of the 13F portfolio, value $13,020,790.

    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 316,886 shares
    Change vs previous 13F +315,600 shares

    3.37% of the 13F portfolio, value $15,476,712.

    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 1,286 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $69,367.

    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 1,286 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $67,836.

    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).