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Disclosery

Key Financial Inc: VYM position timeline

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

Key Financial Inc held 8,710 VYM 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 8,710 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,376,441.

    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 8,710 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,289,951.

    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 8,710 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $1,250,059.

    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 8,614 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $1,215,263.

    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 8,639 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,151,665.

    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 8,639 shares
    Change vs previous 13F +1,315 shares

    0.24% of the 13F portfolio, value $1,114,085.

    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 7,324 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $934,469.

    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 7,324 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $938,937.

    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).