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Disclosery

Key Financial Inc: SPMD position timeline

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

Key Financial Inc held 28,563 SPMD 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 28,563 shares
    Change vs previous 13F -947 shares

    0.32% of the 13F portfolio, value $1,929,716.

    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 29,510 shares
    Change vs previous 13F -1,462 shares

    0.31% of the 13F portfolio, value $1,747,582.

    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 30,972 shares
    Change vs previous 13F +773 shares

    0.33% of the 13F portfolio, value $1,793,589.

    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 30,199 shares
    Change vs previous 13F +1,768 shares

    0.32% of the 13F portfolio, value $1,733,121.

    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 28,431 shares
    Change vs previous 13F -5,736 shares

    0.31% of the 13F portfolio, value $1,546,078.

    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 34,167 shares
    Change vs previous 13F +6,744 shares

    0.38% of the 13F portfolio, value $1,748,667.

    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 27,423 shares
    Change vs previous 13F +1,122 shares

    0.34% of the 13F portfolio, value $1,499,764.

    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 26,301 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,438,139.

    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).