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Disclosery

Key Financial Inc: SPTS position timeline

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

Key Financial Inc held 208,130 SPTS 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 208,130 shares
    Change vs previous 13F -355 shares

    0.99% of the 13F portfolio, value $6,037,851.

    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 208,485 shares
    Change vs previous 13F -2,128 shares

    1.08% of the 13F portfolio, value $6,083,592.

    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 210,613 shares
    Change vs previous 13F -8,443 shares

    1.13% of the 13F portfolio, value $6,166,749.

    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 219,056 shares
    Change vs previous 13F -2,181 shares

    1.18% of the 13F portfolio, value $6,409,579.

    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 221,237 shares
    Change vs previous 13F -9,374 shares

    1.3% of the 13F portfolio, value $6,480,032.

    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 230,611 shares
    Change vs previous 13F +1,718 shares

    1.47% of the 13F portfolio, value $6,743,066.

    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 228,893 shares
    Change vs previous 13F -6,937 shares

    1.51% of the 13F portfolio, value $6,640,186.

    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 235,830 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,935,760.

    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).