Key Financial Inc
CIK
0001801720
City
WEST CHESTER
State / Country
PA
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,035 | 1,328 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $30,544 | 1,328 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $28,352 | 1,328 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $24,528 | 1,328 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $26,692 | 1,328 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $26,148 | 1,328 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $26,546 | 1,328 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $25,882 | 1,328 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $25,232 | 1,328 | Shares | Sole | 2024-01-31 |
| 2022-03-31 | $10,544 | 505 | Shares | Sole | 2022-04-27 |