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Disclosery

Key Financial Inc: FISV position timeline

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

Key Financial Inc held 8,759 FISV 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 8,759 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $429,629.

    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 8,759 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $488,752.

    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 8,759 shares
    Change vs previous 13F -75 shares

    0.11% of the 13F portfolio, value $588,342.

    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 8,834 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,113,879.

    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 8,834 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,523,070.

    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 8,834 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,950,812.

    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 8,834 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,814,680.

    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 8,834 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,587,028.

    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).