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Disclosery

Key Financial Inc: SPTI position timeline

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

Key Financial Inc held 229,094 SPTI 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 229,094 shares
    Change vs previous 13F -8,647 shares

    1.07% of the 13F portfolio, value $6,503,986.

    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 237,741 shares
    Change vs previous 13F +1,862 shares

    1.21% of the 13F portfolio, value $6,813,664.

    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 235,879 shares
    Change vs previous 13F +6,044 shares

    1.24% of the 13F portfolio, value $6,802,758.

    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 229,835 shares
    Change vs previous 13F -2,835 shares

    1.23% of the 13F portfolio, value $6,639,940.

    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 232,670 shares
    Change vs previous 13F -6,928 shares

    1.35% of the 13F portfolio, value $6,693,916.

    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 239,598 shares
    Change vs previous 13F +9,240 shares

    1.49% of the 13F portfolio, value $6,847,711.

    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 230,358 shares
    Change vs previous 13F -5,593 shares

    1.46% of the 13F portfolio, value $6,422,381.

    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 235,951 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,856,736.

    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).