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Disclosery

Key Financial Inc: PEP position timeline

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

Key Financial Inc held 9,888 PEP 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 9,888 shares
    Change vs previous 13F -37 shares

    0.22% of the 13F portfolio, value $1,338,835.

    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 9,925 shares
    Change vs previous 13F +293 shares

    0.27% of the 13F portfolio, value $1,541,253.

    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 9,632 shares
    Change vs previous 13F +18 shares

    0.25% of the 13F portfolio, value $1,382,385.

    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 9,614 shares
    Change vs previous 13F -43 shares

    0.25% of the 13F portfolio, value $1,376,148.

    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 9,657 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,275,110.

    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 9,657 shares
    Change vs previous 13F +95 shares

    0.32% of the 13F portfolio, value $1,447,971.

    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 9,562 shares
    Change vs previous 13F -29 shares

    0.33% of the 13F portfolio, value $1,453,998.

    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 9,591 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,630,950.

    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).