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Disclosery

Key Financial Inc: SLYG position timeline

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

Key Financial Inc held 80,325 SLYG 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 80,325 shares
    Change vs previous 13F -2,802 shares

    1.57% of the 13F portfolio, value $9,569,117.

    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 83,127 shares
    Change vs previous 13F +52 shares

    1.43% of the 13F portfolio, value $8,031,731.

    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 83,075 shares
    Change vs previous 13F +869 shares

    1.43% of the 13F portfolio, value $7,824,834.

    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 82,206 shares
    Change vs previous 13F +3,030 shares

    1.43% of the 13F portfolio, value $7,754,492.

    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 79,176 shares
    Change vs previous 13F -5,782 shares

    1.41% of the 13F portfolio, value $7,026,870.

    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 84,958 shares
    Change vs previous 13F -2,087 shares

    1.53% of the 13F portfolio, value $7,051,514.

    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 87,045 shares
    Change vs previous 13F +992 shares

    1.79% of the 13F portfolio, value $7,864,516.

    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 86,053 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $8,012,395.

    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).