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Key Financial Inc: PG position timeline

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

Key Financial Inc held 14,324 PG 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 14,324 shares
    Change vs previous 13F -1,955 shares

    0.34% of the 13F portfolio, value $2,100,460.

    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 16,279 shares
    Change vs previous 13F -1,066 shares

    0.42% of the 13F portfolio, value $2,351,392.

    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 17,345 shares
    Change vs previous 13F -16 shares

    0.45% of the 13F portfolio, value $2,485,695.

    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 17,361 shares
    Change vs previous 13F +9 shares

    0.49% of the 13F portfolio, value $2,659,415.

    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 17,352 shares
    Change vs previous 13F -364 shares

    0.56% of the 13F portfolio, value $2,764,502.

    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 17,716 shares
    Change vs previous 13F -275 shares

    0.66% of the 13F portfolio, value $3,019,229.

    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 17,991 shares
    Change vs previous 13F -2,390 shares

    0.69% of the 13F portfolio, value $3,016,188.

    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 20,381 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,530,069.

    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).