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Disclosery

Key Financial Inc: VTI position timeline

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

Key Financial Inc held 4,579 VTI 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 4,579 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,694,413.

    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 4,579 shares
    Change vs previous 13F +328 shares

    0.26% of the 13F portfolio, value $1,468,989.

    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 4,251 shares
    Change vs previous 13F -69 shares

    0.26% of the 13F portfolio, value $1,425,233.

    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 4,320 shares
    Change vs previous 13F +417 shares

    0.26% of the 13F portfolio, value $1,422,619.

    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 3,903 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $1,186,239.

    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 3,899 shares
    Change vs previous 13F +32 shares

    0.23% of the 13F portfolio, value $1,071,601.

    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 3,867 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $1,120,695.

    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 3,848 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,089,600.

    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).