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Disclosery

Key Financial Inc: XLF position timeline

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

Key Financial Inc held 12,472 XLF 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 12,472 shares
    Change vs previous 13F +992 shares

    0.11% of the 13F portfolio, value $668,601.

    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 11,480 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $566,756.

    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 11,469 shares
    Change vs previous 13F -340 shares

    0.11% of the 13F portfolio, value $628,164.

    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 11,809 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $630,467.

    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 11,791 shares
    Change vs previous 13F +637 shares

    0.12% of the 13F portfolio, value $617,501.

    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 11,154 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $555,597.

    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 11,136 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $538,180.

    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 11,113 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $503,647.

    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).