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Disclosery

Key Financial Inc: ILCG position timeline

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

Key Financial Inc held 16,690 ILCG 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 16,690 shares
    Change vs previous 13F +1,652 shares

    0.32% of the 13F portfolio, value $1,953,064.

    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 15,038 shares
    Change vs previous 13F +7,298 shares

    0.26% of the 13F portfolio, value $1,435,828.

    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 7,740 shares
    Change vs previous 13F +360 shares

    0.15% of the 13F portfolio, value $805,270.

    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 7,380 shares
    Change vs previous 13F +540 shares

    0.14% of the 13F portfolio, value $772,391.

    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 6,840 shares
    Change vs previous 13F +2,144 shares

    0.13% of the 13F portfolio, value $662,796.

    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 4,696 shares
    Change vs previous 13F +1,182 shares

    0.08% of the 13F portfolio, value $380,329.

    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 3,514 shares
    Change vs previous 13F +241 shares

    0.07% of the 13F portfolio, value $314,854.

    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 3,273 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $275,063.

    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).