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Disclosery

Key Financial Inc: STBA position timeline

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

Key Financial Inc held 48,205 STBA 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 48,205 shares
    Change vs previous 13F -1,877 shares

    0.39% of the 13F portfolio, value $2,365,901.

    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 50,082 shares
    Change vs previous 13F -7,568 shares

    0.37% of the 13F portfolio, value $2,094,930.

    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 57,650 shares
    Change vs previous 13F -492 shares

    0.41% of the 13F portfolio, value $2,268,528.

    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 58,142 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,165,790.

    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 58,142 shares
    Change vs previous 13F -2,686 shares

    0.44% of the 13F portfolio, value $2,198,930.

    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 60,828 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,253,677.

    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 60,828 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,324,846.

    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 60,828 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,552,951.

    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).