Key Financial Inc
CIK
0001801720
City
WEST CHESTER
State / Country
PA
Holdings in NQP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,999 | 2,439 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $29,268 | 2,439 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $27,365 | 2,439 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $27,365 | 2,439 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $27,268 | 2,439 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $30,780 | 2,439 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $29,755 | 2,439 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $28,828 | 2,439 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $28,243 | 2,439 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $24,804 | 2,439 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $27,414 | 2,439 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $27,877 | 2,439 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $325,374 | 29,234 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $320,696 | 29,234 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $29,731 | 2,439 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $32,926 | 2,439 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $36,341 | 2,439 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $36,072 | 2,439 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $36,828 | 2,439 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $35,024 | 2,439 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $49,762 | 3,439 | Shares | Sole | 2021-01-29 |
| 2020-03-31 | $32,463 | 2,439 | Shares | Sole | 2020-05-05 |