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Disclosery

Key Financial Inc: FICS position timeline

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

Key Financial Inc held 248,600 FICS 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 248,600 shares
    Change vs previous 13F -1,090 shares

    1.7% of the 13F portfolio, value $10,385,762.

    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 249,690 shares
    Change vs previous 13F +2,670 shares

    1.73% of the 13F portfolio, value $9,746,724.

    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 247,020 shares
    Change vs previous 13F +12,842 shares

    1.81% of the 13F portfolio, value $9,908,170.

    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 234,178 shares
    Change vs previous 13F +11,176 shares

    1.66% of the 13F portfolio, value $8,984,028.

    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 223,002 shares
    Change vs previous 13F +30,790 shares

    1.77% of the 13F portfolio, value $8,776,177.

    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 192,212 shares
    Change vs previous 13F +28,294 shares

    1.53% of the 13F portfolio, value $7,042,648.

    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 163,918 shares
    Change vs previous 13F +7,752 shares

    1.27% of the 13F portfolio, value $5,565,819.

    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 156,166 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $5,853,102.

    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).