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Disclosery

Key Financial Inc: JIG position timeline

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

Key Financial Inc held 102,869 JIG 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 102,869 shares
    Change vs previous 13F +1,006 shares

    1.47% of the 13F portfolio, value $8,967,605.

    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 101,863 shares
    Change vs previous 13F +1,768 shares

    1.35% of the 13F portfolio, value $7,562,309.

    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 100,095 shares
    Change vs previous 13F +623 shares

    1.34% of the 13F portfolio, value $7,340,767.

    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 99,472 shares
    Change vs previous 13F +1,128 shares

    1.39% of the 13F portfolio, value $7,533,522.

    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 98,344 shares
    Change vs previous 13F +30 shares

    1.42% of the 13F portfolio, value $7,032,579.

    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 98,314 shares
    Change vs previous 13F +3,556 shares

    1.36% of the 13F portfolio, value $6,233,884.

    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 94,758 shares
    Change vs previous 13F +11,689 shares

    1.35% of the 13F portfolio, value $5,917,428.

    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 83,069 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,600,886.

    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).