Key Financial Inc

SEC CIK: 0001801720
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 6,261
Value: $602.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Key Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,261	$602.7K	0.1%	−100−1.6%	Reduced	Holders
Q1 2026	6,361	$613.1K	0.1%	−10−0.2%	Reduced	Holders
Q4 2025	6,371	$724.8K	0.1%	+114+1.8%	Added	Holders
Q3 2025	6,257	$706.7K	0.1%	−1,621−20.6%	Reduced	Holders
Q2 2025	7,878	$977.0K	0.2%	−1,850−19.0%	Reduced	Holders
Q1 2025	9,728	$960.2K	0.2%	−4,687−32.5%	Reduced	Holders
Q4 2024	14,415	$1.61M	0.4%	−4,871−25.3%	Reduced	Holders
Q3 2024	19,286	$1.86M	0.4%	−4,793−19.9%	Reduced	Holders
Q2 2024	24,079	$2.39M	0.6%	−4,700−16.3%	Reduced	Holders
Q1 2024	28,779	$3.52M	0.9%	−4,699−14.0%	Reduced	Holders
Q4 2023	33,478	$3.02M	0.8%	−4,707−12.3%	Reduced	Holders
Q3 2023	38,185	$3.09M	1.0%	−4,851−11.3%	Reduced	Holders
Q2 2023	43,036	$3.84M	1.3%	−4,583−9.6%	Reduced	Holders
Q1 2023	47,619	$4.77M	1.7%	+176+0.4%	Added	Holders
Q4 2022	47,443	$4.48M	2.1%	00.0%	Unchanged	Holders
Q3 2022	47,443	$4.47M	2.1%	+182+0.4%	Added	Holders
Q2 2022	47,261	$4.54M	2.5%	+351+0.7%	Added	Holders
Q1 2022	46,910	$6.43M	3.2%	−170−0.4%	Reduced	Holders
Q4 2021	47,080	$7.29M	3.7%	−72−0.2%	Reduced	Holders
Q3 2021	47,152	$7.98M	4.5%	−100−0.2%	Reduced	Holders
Q2 2021	47,252	$8.32M	4.6%	+140.0%	Added	Holders
Q1 2021	47,238	$8.72M	5.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.