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Disclosery

Key Financial Inc: TSLA position timeline

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

Key Financial Inc held 3,849 TSLA 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 3,849 shares
    Change vs previous 13F -150 shares

    0.27% of the 13F portfolio, value $1,618,889.

    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 3,999 shares
    Change vs previous 13F +341 shares

    0.26% of the 13F portfolio, value $1,486,628.

    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 3,658 shares
    Change vs previous 13F -64 shares

    0.3% of the 13F portfolio, value $1,645,076.

    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 3,722 shares
    Change vs previous 13F +40 shares

    0.32% of the 13F portfolio, value $1,710,110.

    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 3,682 shares
    Change vs previous 13F +208 shares

    0.24% of the 13F portfolio, value $1,169,624.

    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 3,474 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $900,322.

    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 3,415 shares
    Change vs previous 13F -229 shares

    0.31% of the 13F portfolio, value $1,379,114.

    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 3,644 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $953,380.

    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).