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Disclosery

Key Financial Inc: ISCG position timeline

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

Key Financial Inc held 36,255 ISCG 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 36,255 shares
    Change vs previous 13F -212 shares

    0.39% of the 13F portfolio, value $2,376,153.

    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 36,467 shares
    Change vs previous 13F +3,105 shares

    0.36% of the 13F portfolio, value $1,998,392.

    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 33,362 shares
    Change vs previous 13F +3,952 shares

    0.34% of the 13F portfolio, value $1,850,257.

    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 29,410 shares
    Change vs previous 13F +5,207 shares

    0.3% of the 13F portfolio, value $1,603,139.

    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 24,203 shares
    Change vs previous 13F +6,120 shares

    0.24% of the 13F portfolio, value $1,204,341.

    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 18,083 shares
    Change vs previous 13F +3,087 shares

    0.18% of the 13F portfolio, value $814,639.

    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 14,996 shares
    Change vs previous 13F +1,593 shares

    0.17% of the 13F portfolio, value $741,702.

    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 13,403 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $656,211.

    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).