Skip to content
Disclosery

Key Financial Inc: SPYG position timeline

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

Key Financial Inc held 75,509 SPYG 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 75,509 shares
    Change vs previous 13F -7,053 shares

    1.47% of the 13F portfolio, value $8,984,756.

    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 82,562 shares
    Change vs previous 13F +5,108 shares

    1.44% of the 13F portfolio, value $8,083,596.

    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 77,454 shares
    Change vs previous 13F -5,716 shares

    1.51% of the 13F portfolio, value $8,264,288.

    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 83,170 shares
    Change vs previous 13F -296 shares

    1.61% of the 13F portfolio, value $8,728,639.

    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 83,466 shares
    Change vs previous 13F +856 shares

    1.6% of the 13F portfolio, value $7,955,979.

    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 82,610 shares
    Change vs previous 13F -631 shares

    1.44% of the 13F portfolio, value $6,639,366.

    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 83,241 shares
    Change vs previous 13F -946 shares

    1.66% of the 13F portfolio, value $7,316,884.

    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 84,187 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $6,982,470.

    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).