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Disclosery

Key Financial Inc: SPYV position timeline

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

Key Financial Inc held 152,069 SPYV 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 152,069 shares
    Change vs previous 13F +78 shares

    1.51% of the 13F portfolio, value $9,244,275.

    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 151,991 shares
    Change vs previous 13F +3,227 shares

    1.53% of the 13F portfolio, value $8,599,651.

    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 148,764 shares
    Change vs previous 13F -3,385 shares

    1.54% of the 13F portfolio, value $8,451,283.

    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 152,149 shares
    Change vs previous 13F -1,495 shares

    1.56% of the 13F portfolio, value $8,442,748.

    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 153,644 shares
    Change vs previous 13F +11,514 shares

    1.62% of the 13F portfolio, value $8,041,727.

    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 142,130 shares
    Change vs previous 13F -963 shares

    1.58% of the 13F portfolio, value $7,258,579.

    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 143,093 shares
    Change vs previous 13F -114 shares

    1.66% of the 13F portfolio, value $7,317,776.

    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 143,207 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $7,569,922.

    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).