Skip to content
Disclosery

Key Financial Inc: MSFT position timeline

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

Key Financial Inc held 28,910 MSFT 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 28,910 shares
    Change vs previous 13F +239 shares

    1.77% of the 13F portfolio, value $10,784,008.

    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 28,671 shares
    Change vs previous 13F +960 shares

    1.89% of the 13F portfolio, value $10,613,144.

    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 27,711 shares
    Change vs previous 13F +161 shares

    2.45% of the 13F portfolio, value $13,401,594.

    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 27,550 shares
    Change vs previous 13F -903 shares

    2.65% of the 13F portfolio, value $14,318,010.

    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 28,453 shares
    Change vs previous 13F -33 shares

    2.85% of the 13F portfolio, value $14,152,807.

    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 28,486 shares
    Change vs previous 13F -182 shares

    2.33% of the 13F portfolio, value $10,693,360.

    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 28,668 shares
    Change vs previous 13F -900 shares

    2.75% of the 13F portfolio, value $12,083,562.

    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 29,568 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $12,723,110.

    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).