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Disclosery

Key Financial Inc: RWL position timeline

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

Key Financial Inc held 11,530 RWL 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 11,530 shares
    Change vs previous 13F +2,746 shares

    0.24% of the 13F portfolio, value $1,473,073.

    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 8,784 shares
    Change vs previous 13F +1,649 shares

    0.18% of the 13F portfolio, value $1,009,369.

    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 7,135 shares
    Change vs previous 13F -477 shares

    0.15% of the 13F portfolio, value $816,958.

    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 7,612 shares
    Change vs previous 13F +2,380 shares

    0.16% of the 13F portfolio, value $843,257.

    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 5,232 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $545,645.

    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).