Skip to content
Disclosery

Key Financial Inc: EFG position timeline

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

Key Financial Inc held 100,190 EFG 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 100,190 shares
    Change vs previous 13F +10,210 shares

    2.04% of the 13F portfolio, value $12,465,640.

    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 89,980 shares
    Change vs previous 13F +10,078 shares

    1.78% of the 13F portfolio, value $10,021,073.

    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 79,902 shares
    Change vs previous 13F +1,103 shares

    1.66% of the 13F portfolio, value $9,102,436.

    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 78,799 shares
    Change vs previous 13F -2,873 shares

    1.68% of the 13F portfolio, value $9,065,825.

    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 81,672 shares
    Change vs previous 13F -1,700 shares

    1.84% of the 13F portfolio, value $9,147,264.

    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 83,372 shares
    Change vs previous 13F -203 shares

    1.81% of the 13F portfolio, value $8,337,200.

    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 83,575 shares
    Change vs previous 13F -1,557 shares

    1.84% of the 13F portfolio, value $8,092,567.

    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 85,132 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $9,164,460.

    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).