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Disclosery

Key Financial Inc: WTRG position timeline

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

Key Financial Inc held 21,643 WTRG 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 21,643 shares
    Change vs previous 13F -3,566 shares

    0.14% of the 13F portfolio, value $829,127.

    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 25,209 shares
    Change vs previous 13F +1,407 shares

    0.18% of the 13F portfolio, value $1,015,148.

    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 23,802 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $913,046.

    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 23,759 shares
    Change vs previous 13F +41 shares

    0.17% of the 13F portfolio, value $922,333.

    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 23,718 shares
    Change vs previous 13F +42 shares

    0.18% of the 13F portfolio, value $880,864.

    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 23,676 shares
    Change vs previous 13F +40 shares

    0.2% of the 13F portfolio, value $935,938.

    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 23,636 shares
    Change vs previous 13F +39 shares

    0.2% of the 13F portfolio, value $858,448.

    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 23,597 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $910,146.

    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).