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Key Financial Inc: IYH position timeline

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

Key Financial Inc held 1,865 IYH 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 1,865 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $124,982.

    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 1,861 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $114,729.

    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 1,857 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $120,858.

    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 1,851 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $111,950.

    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 1,846 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $104,248.

    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 1,841 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $112,115.

    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 1,837 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $107,062.

    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 1,832 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $119,096.

    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).