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Disclosery

Key Financial Inc: EFV position timeline

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

Key Financial Inc held 67,082 EFV 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 67,082 shares
    Change vs previous 13F +8,508 shares

    0.84% of the 13F portfolio, value $5,135,127.

    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 58,574 shares
    Change vs previous 13F +12,696 shares

    0.78% of the 13F portfolio, value $4,354,977.

    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 45,878 shares
    Change vs previous 13F -4,188 shares

    0.6% of the 13F portfolio, value $3,276,148.

    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 50,066 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $3,416,003.

    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 50,066 shares
    Change vs previous 13F +361 shares

    0.64% of the 13F portfolio, value $3,178,190.

    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 49,705 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,929,613.

    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 49,705 shares
    Change vs previous 13F -324 shares

    0.59% of the 13F portfolio, value $2,608,021.

    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 50,029 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,878,168.

    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).