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Key Financial Inc: SONY position timeline

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

Key Financial Inc held 24,265 SONY 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 24,265 shares
    Change vs previous 13F -602 shares

    0.08% of the 13F portfolio, value $486,756.

    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 24,867 shares
    Change vs previous 13F +602 shares

    0.09% of the 13F portfolio, value $514,747.

    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 24,265 shares
    Change vs previous 13F -197 shares

    0.11% of the 13F portfolio, value $621,184.

    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 24,462 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $703,038.

    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 24,462 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $636,746.

    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 24,462 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $621,090.

    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 24,462 shares
    Change vs previous 13F +19,609 shares

    0.12% of the 13F portfolio, value $517,616.

    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 4,853 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $468,654.

    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).