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Disclosery

Key Financial Inc: VTV position timeline

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

Key Financial Inc held 9,440 VTV 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 9,440 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,057,240.

    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 9,440 shares
    Change vs previous 13F -165 shares

    0.33% of the 13F portfolio, value $1,852,111.

    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 9,605 shares
    Change vs previous 13F +239 shares

    0.33% of the 13F portfolio, value $1,834,442.

    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 9,366 shares
    Change vs previous 13F -111 shares

    0.32% of the 13F portfolio, value $1,750,208.

    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 9,477 shares
    Change vs previous 13F -218 shares

    0.34% of the 13F portfolio, value $1,674,949.

    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 9,695 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,674,699.

    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 9,695 shares
    Change vs previous 13F +74 shares

    0.37% of the 13F portfolio, value $1,641,348.

    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 9,621 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,679,522.

    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).