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Key Financial Inc: EFAD position timeline

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

Key Financial Inc held 109,687 EFAD 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 109,687 shares
    Change vs previous 13F +17,016 shares

    0.77% of the 13F portfolio, value $4,699,112.

    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 92,671 shares
    Change vs previous 13F +25,871 shares

    0.68% of the 13F portfolio, value $3,794,182.

    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 66,800 shares
    Change vs previous 13F +13,980 shares

    0.51% of the 13F portfolio, value $2,784,892.

    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 52,820 shares
    Change vs previous 13F +5,268 shares

    0.41% of the 13F portfolio, value $2,242,251.

    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 47,552 shares
    Change vs previous 13F +19,217 shares

    0.41% of the 13F portfolio, value $2,041,055.

    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 28,335 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,099,115.

    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).