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Disclosery

Key Financial Inc: SPEM position timeline

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

Key Financial Inc held 97,507 SPEM 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 97,507 shares
    Change vs previous 13F +366 shares

    0.83% of the 13F portfolio, value $5,048,912.

    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 97,141 shares
    Change vs previous 13F +3,126 shares

    0.81% of the 13F portfolio, value $4,556,884.

    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 94,015 shares
    Change vs previous 13F -311 shares

    0.8% of the 13F portfolio, value $4,400,842.

    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 94,326 shares
    Change vs previous 13F +2,097 shares

    0.82% of the 13F portfolio, value $4,442,755.

    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 92,229 shares
    Change vs previous 13F -9,418 shares

    0.79% of the 13F portfolio, value $3,941,867.

    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 101,647 shares
    Change vs previous 13F +1,379 shares

    0.87% of the 13F portfolio, value $4,001,842.

    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 100,268 shares
    Change vs previous 13F -739 shares

    0.87% of the 13F portfolio, value $3,847,283.

    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 101,007 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,169,569.

    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).