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Disclosery

Key Financial Inc: PLTR position timeline

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

Key Financial Inc held 17,849 PLTR 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 17,849 shares
    Change vs previous 13F -1,933 shares

    0.34% of the 13F portfolio, value $2,082,443.

    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 19,782 shares
    Change vs previous 13F +82 shares

    0.52% of the 13F portfolio, value $2,893,711.

    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 19,700 shares
    Change vs previous 13F -1,584 shares

    0.64% of the 13F portfolio, value $3,501,675.

    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 21,284 shares
    Change vs previous 13F -399 shares

    0.73% of the 13F portfolio, value $3,936,476.

    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 21,683 shares
    Change vs previous 13F +97 shares

    0.59% of the 13F portfolio, value $2,955,827.

    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 21,586 shares
    Change vs previous 13F +100 shares

    0.4% of the 13F portfolio, value $1,821,858.

    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 21,486 shares
    Change vs previous 13F -5,777 shares

    0.37% of the 13F portfolio, value $1,624,986.

    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 27,263 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,014,184.

    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).