Filer Snapshot

Key FInancial Inc

CIK 0001801720. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

29

Latest Filing

24 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 24 Apr 2026 for CIK 0001801720.

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Business address
1045 Andrew Drive, Suite A, West Chester, PA, 19380
Top securities (13F)
AAPL, DOL, DNL, GOVT, SLYV, EES, BUFR, MSFT, EFG, FICS, SPYV, DLN, BSMR, SPYG, XOM, SLYG, JIG, FPEI, SPTI, and JPM
State of incorporation
PA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Key FInancial Inc

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $561.79M across 1,394 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $26.26M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,394 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 24 Apr 2026

AAPL

4.7%

Apple Inc

$26.26M

DOL

3.9%

Wisdomtree Tr

$21.85M

DNL

3.3%

Wisdomtree Tr

$18.68M

GOVT

3.2%

Ishares Tr

$17.72M

SLYV

3.1%

Spdr Series Trust

$17.31M

Latest update

What changed recently for Key FInancial Inc

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 24 Apr 2026.

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Benchmark Context

Benchmark context for this company

Key FInancial Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Key FInancial Inc has filed 29 SEC EDGAR filings since 11 Feb 2020. Common forms include 13F-HR, N-PX, 13F-HR/A.

Key FInancial Inc SEC filings Key FInancial Inc 13F portfolio

Latest Filings

Recent SEC filings for Key FInancial Inc with direct links to document and filing folders.

13F-HR File 028-19846

13F-HR filing

Filing date
24 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
09 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19846

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
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13F-HR File 028-19846

13F-HR filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
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N-PX File 028-19846

N-PX filing

Filing date
08 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-19846

13F-HR filing

Filing date
31 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
29 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-19846

N-PX filing

Filing date
19 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19846

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
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13F-HR/A File 028-19846

13F-HR/A filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19846

13F-HR filing

Filing date
01 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19846

13F-HR filing

Filing date
31 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
02 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
26 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
28 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
26 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
27 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
19 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
01 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
02 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
30 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
29 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
02 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
07 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
05 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19846

13F-HR filing

Filing date
11 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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About this filer

Key FInancial Inc files with the SEC under CIK 0001801720. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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