Skip to content
Disclosery

Key Financial Inc: WFC position timeline

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

Key Financial Inc held 2,325 WFC 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 2,325 shares
    Change vs previous 13F +412 shares

    0.03% of the 13F portfolio, value $192,138.

    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 1,913 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $152,294.

    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 1,840 shares
    Change vs previous 13F -73 shares

    0.03% of the 13F portfolio, value $171,488.

    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 1,913 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $154,704.

    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 2,034 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $162,964.

    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 1,749 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $125,561.

    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 1,749 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $122,850.

    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 1,678 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $94,790.

    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).