Key Financial Inc: IBTL position timeline

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

Key Financial Inc held 5,365 IBTL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 5,365 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $108,319.
13F-HR 0001420506-26-001284 filed by Key Financial Inc
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).