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Disclosery

Key Financial Inc: SLYV position timeline

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

Key Financial Inc held 180,724 SLYV 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 180,724 shares
    Change vs previous 13F -2,315 shares

    3.23% of the 13F portfolio, value $19,718,763.

    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 183,039 shares
    Change vs previous 13F +1,369 shares

    3.08% of the 13F portfolio, value $17,311,800.

    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 181,670 shares
    Change vs previous 13F -6,268 shares

    3.02% of the 13F portfolio, value $16,526,493.

    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 187,938 shares
    Change vs previous 13F +12 shares

    3.1% of the 13F portfolio, value $16,767,801.

    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 187,926 shares
    Change vs previous 13F +29,193 shares

    3.02% of the 13F portfolio, value $14,988,954.

    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 158,733 shares
    Change vs previous 13F -3,913 shares

    2.71% of the 13F portfolio, value $12,444,644.

    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 162,646 shares
    Change vs previous 13F +1,845 shares

    3.23% of the 13F portfolio, value $14,190,881.

    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 160,801 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $13,960,760.

    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).