Skip to content
Disclosery

Key Financial Inc: T position timeline

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

Key Financial Inc held 20,718 T 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 20,718 shares
    Change vs previous 13F -11,197 shares

    0.07% of the 13F portfolio, value $428,863.

    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 31,915 shares
    Change vs previous 13F +286 shares

    0.16% of the 13F portfolio, value $925,216.

    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 31,629 shares
    Change vs previous 13F +717 shares

    0.14% of the 13F portfolio, value $785,664.

    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 30,912 shares
    Change vs previous 13F +76 shares

    0.16% of the 13F portfolio, value $851,626.

    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 30,836 shares
    Change vs previous 13F -219 shares

    0.18% of the 13F portfolio, value $892,394.

    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 31,055 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $878,235.

    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 31,055 shares
    Change vs previous 13F +1,717 shares

    0.16% of the 13F portfolio, value $707,122.

    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 29,338 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $645,436.

    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).