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Disclosery

Key Financial Inc: QGRO position timeline

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

Key Financial Inc held 36,956 QGRO 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 36,956 shares
    Change vs previous 13F +8,051 shares

    0.71% of the 13F portfolio, value $4,362,656.

    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 28,905 shares
    Change vs previous 13F +3,843 shares

    0.54% of the 13F portfolio, value $3,035,892.

    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 25,062 shares
    Change vs previous 13F +5,490 shares

    0.52% of the 13F portfolio, value $2,870,100.

    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 19,572 shares
    Change vs previous 13F +2,515 shares

    0.41% of the 13F portfolio, value $2,241,581.

    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 17,057 shares
    Change vs previous 13F +6,101 shares

    0.37% of the 13F portfolio, value $1,861,260.

    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 10,956 shares
    Change vs previous 13F +10,231 shares

    0.22% of the 13F portfolio, value $1,026,249.

    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 725 shares
    Change vs previous 13F +350 shares

    0.02% of the 13F portfolio, value $72,282.

    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 375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,148.

    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).