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Disclosery

Key Financial Inc: IWM position timeline

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

Key Financial Inc held 4,159 IWM 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 4,159 shares
    Change vs previous 13F -121 shares

    0.2% of the 13F portfolio, value $1,249,572.

    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 4,280 shares
    Change vs previous 13F -9 shares

    0.19% of the 13F portfolio, value $1,061,440.

    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 4,289 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $1,055,780.

    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 4,278 shares
    Change vs previous 13F -738 shares

    0.19% of the 13F portfolio, value $1,037,372.

    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 5,016 shares
    Change vs previous 13F +170 shares

    0.22% of the 13F portfolio, value $1,082,403.

    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 4,846 shares
    Change vs previous 13F +179 shares

    0.21% of the 13F portfolio, value $966,729.

    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 4,667 shares
    Change vs previous 13F +76 shares

    0.23% of the 13F portfolio, value $1,031,220.

    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 4,591 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,014,106.

    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).