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Disclosery

Key Financial Inc: ILCV position timeline

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

Key Financial Inc held 10,164 ILCV 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 10,164 shares
    Change vs previous 13F +682 shares

    0.17% of the 13F portfolio, value $1,029,003.

    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 9,482 shares
    Change vs previous 13F +275 shares

    0.16% of the 13F portfolio, value $883,153.

    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 9,207 shares
    Change vs previous 13F +89 shares

    0.16% of the 13F portfolio, value $868,773.

    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 9,118 shares
    Change vs previous 13F +1,029 shares

    0.15% of the 13F portfolio, value $823,994.

    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 8,089 shares
    Change vs previous 13F +1,785 shares

    0.14% of the 13F portfolio, value $674,542.

    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 6,304 shares
    Change vs previous 13F +135 shares

    0.11% of the 13F portfolio, value $513,461.

    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 6,169 shares
    Change vs previous 13F +750 shares

    0.11% of the 13F portfolio, value $499,566.

    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 5,419 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $445,442.

    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).