Skip to content
Disclosery

Key Financial Inc: IWB position timeline

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

Key Financial Inc held 3,880 IWB 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 3,880 shares
    Change vs previous 13F +225 shares

    0.26% of the 13F portfolio, value $1,588,860.

    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 3,655 shares
    Change vs previous 13F -15 shares

    0.23% of the 13F portfolio, value $1,303,227.

    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 3,670 shares
    Change vs previous 13F -252 shares

    0.25% of the 13F portfolio, value $1,370,525.

    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 3,922 shares
    Change vs previous 13F +163 shares

    0.27% of the 13F portfolio, value $1,438,864.

    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 3,759 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $1,276,444.

    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 3,709 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,137,699.

    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 3,709 shares
    Change vs previous 13F -137 shares

    0.27% of the 13F portfolio, value $1,194,891.

    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 3,846 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,209,144.

    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).