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Disclosery

Key Financial Inc: SPGM position timeline

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

Key Financial Inc held 4,784 SPGM 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 4,784 shares
    Change vs previous 13F +187 shares

    0.07% of the 13F portfolio, value $409,845.

    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 4,597 shares
    Change vs previous 13F +70 shares

    0.06% of the 13F portfolio, value $348,039.

    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 4,527 shares
    Change vs previous 13F +271 shares

    0.06% of the 13F portfolio, value $347,266.

    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 4,256 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $320,604.

    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 4,248 shares
    Change vs previous 13F -699 shares

    0.06% of the 13F portfolio, value $293,112.

    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 4,947 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $308,792.

    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 4,676 shares
    Change vs previous 13F +3,570 shares

    0.07% of the 13F portfolio, value $296,131.

    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 1,106 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $71,636.

    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).