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Disclosery

Key Financial Inc: IQDG position timeline

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

Key Financial Inc held 10,782 IQDG 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 10,782 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $464,489.

    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 10,811 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $433,954.

    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 10,837 shares
    Change vs previous 13F +1,248 shares

    0.08% of the 13F portfolio, value $449,519.

    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 9,589 shares
    Change vs previous 13F +554 shares

    0.07% of the 13F portfolio, value $386,341.

    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 9,035 shares
    Change vs previous 13F +2,171 shares

    0.07% of the 13F portfolio, value $358,147.

    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 6,864 shares
    Change vs previous 13F +119 shares

    0.05% of the 13F portfolio, value $244,908.

    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 6,745 shares
    Change vs previous 13F +1,809 shares

    0.05% of the 13F portfolio, value $230,746.

    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 4,936 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $193,244.

    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).