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Key Financial Inc: HD position timeline

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

Key Financial Inc held 3,317 HD 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 3,317 shares
    Change vs previous 13F -66 shares

    0.19% of the 13F portfolio, value $1,169,972.

    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 3,383 shares
    Change vs previous 13F +443 shares

    0.2% of the 13F portfolio, value $1,112,759.

    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 2,940 shares
    Change vs previous 13F +62 shares

    0.18% of the 13F portfolio, value $1,011,571.

    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 2,878 shares
    Change vs previous 13F +78 shares

    0.21% of the 13F portfolio, value $1,142,527.

    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 2,800 shares
    Change vs previous 13F -85 shares

    0.21% of the 13F portfolio, value $1,026,503.

    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 2,885 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,057,235.

    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 2,885 shares
    Change vs previous 13F -1,622 shares

    0.26% of the 13F portfolio, value $1,122,142.

    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 4,507 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,826,138.

    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).