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Disclosery

Key Financial Inc: SPHQ position timeline

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

Key Financial Inc held 17,605 SPHQ 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 17,605 shares
    Change vs previous 13F +1,018 shares

    0.26% of the 13F portfolio, value $1,586,210.

    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 16,587 shares
    Change vs previous 13F +261 shares

    0.22% of the 13F portfolio, value $1,247,177.

    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 16,326 shares
    Change vs previous 13F +2,081 shares

    0.22% of the 13F portfolio, value $1,225,266.

    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 14,245 shares
    Change vs previous 13F +1,043 shares

    0.19% of the 13F portfolio, value $1,050,426.

    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 13,202 shares
    Change vs previous 13F +954 shares

    0.19% of the 13F portfolio, value $940,775.

    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 12,248 shares
    Change vs previous 13F +637 shares

    0.18% of the 13F portfolio, value $812,532.

    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 11,611 shares
    Change vs previous 13F +634 shares

    0.18% of the 13F portfolio, value $778,285.

    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 10,977 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $738,423.

    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).