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Disclosery

Key Financial Inc: SPSM position timeline

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

Key Financial Inc held 26,496 SPSM 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 26,496 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $1,528,024.

    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 26,577 shares
    Change vs previous 13F +500 shares

    0.23% of the 13F portfolio, value $1,284,201.

    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 26,077 shares
    Change vs previous 13F +1,070 shares

    0.22% of the 13F portfolio, value $1,221,968.

    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 25,007 shares
    Change vs previous 13F +417 shares

    0.21% of the 13F portfolio, value $1,161,075.

    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 24,590 shares
    Change vs previous 13F +1,198 shares

    0.21% of the 13F portfolio, value $1,047,534.

    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 23,392 shares
    Change vs previous 13F +1,744 shares

    0.21% of the 13F portfolio, value $953,458.

    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 21,648 shares
    Change vs previous 13F +948 shares

    0.22% of the 13F portfolio, value $972,428.

    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 20,700 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $942,057.

    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).