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Key Financial Inc: FPEI position timeline

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

Key Financial Inc held 368,269 FPEI 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 368,269 shares
    Change vs previous 13F -27,278 shares

    1.16% of the 13F portfolio, value $7,103,909.

    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 395,547 shares
    Change vs previous 13F -3,326 shares

    1.34% of the 13F portfolio, value $7,515,393.

    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 398,873 shares
    Change vs previous 13F -22,027 shares

    1.41% of the 13F portfolio, value $7,734,147.

    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 420,900 shares
    Change vs previous 13F +17,031 shares

    1.5% of the 13F portfolio, value $8,144,415.

    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 403,869 shares
    Change vs previous 13F -20,596 shares

    1.54% of the 13F portfolio, value $7,669,472.

    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 424,465 shares
    Change vs previous 13F -18,278 shares

    1.73% of the 13F portfolio, value $7,937,496.

    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 442,743 shares
    Change vs previous 13F -525,646 shares

    1.88% of the 13F portfolio, value $8,279,294.

    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 968,389 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $18,467,178.

    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).