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Key Financial Inc: VZ position timeline

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

Key Financial Inc held 24,394 VZ 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 24,394 shares
    Change vs previous 13F -6,866 shares

    0.17% of the 13F portfolio, value $1,032,821.

    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 31,260 shares
    Change vs previous 13F -139 shares

    0.28% of the 13F portfolio, value $1,569,269.

    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 31,399 shares
    Change vs previous 13F -264 shares

    0.23% of the 13F portfolio, value $1,278,866.

    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 31,663 shares
    Change vs previous 13F +1,621 shares

    0.26% of the 13F portfolio, value $1,387,811.

    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 30,042 shares
    Change vs previous 13F +21 shares

    0.26% of the 13F portfolio, value $1,299,920.

    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 30,021 shares
    Change vs previous 13F -1,940 shares

    0.3% of the 13F portfolio, value $1,361,740.

    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 31,961 shares
    Change vs previous 13F +3,451 shares

    0.29% of the 13F portfolio, value $1,278,103.

    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 28,510 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,280,372.

    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).