Key Financial Inc
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1801720
WEST CHESTER, PA
Position in BIL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$59,016
+$55,910 QoQ
Shares Held
644
+1794.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,016 | 644 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,106 | 34 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,853 | 42 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,714 | 95 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,714 | 95 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,868 | 97 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,937 | 32 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $92,881 | 1,012 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $92,718 | 1,010 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $92,303 | 1,010 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $92,738 | 1,010 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $92,738 | 1,010 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $92,738 | 1,010 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,744 | 30 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,748 | 30 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,744 | 30 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,742 | 30 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,742 | 30 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||