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Disclosery

Key Financial Inc: SPDW position timeline

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

Key Financial Inc held 23,577 SPDW 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 23,577 shares
    Change vs previous 13F +313 shares

    0.19% of the 13F portfolio, value $1,188,045.

    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 23,264 shares
    Change vs previous 13F +127 shares

    0.19% of the 13F portfolio, value $1,062,002.

    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 23,137 shares
    Change vs previous 13F +950 shares

    0.19% of the 13F portfolio, value $1,027,514.

    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 22,187 shares
    Change vs previous 13F +495 shares

    0.18% of the 13F portfolio, value $956,703.

    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 21,692 shares
    Change vs previous 13F +974 shares

    0.18% of the 13F portfolio, value $878,309.

    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 20,718 shares
    Change vs previous 13F +2,611 shares

    0.16% of the 13F portfolio, value $754,342.

    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 18,107 shares
    Change vs previous 13F +587 shares

    0.14% of the 13F portfolio, value $617,992.

    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 17,520 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $658,051.

    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).