Key Financial Inc
CIK
0001801720
City
WEST CHESTER
State / Country
PA
Holdings in PIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,730 | 9,500 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $32,680 | 9,500 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $31,825 | 9,500 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $31,540 | 9,500 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $30,970 | 9,500 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $32,205 | 9,500 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $30,685 | 9,500 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $30,400 | 9,500 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $37,903 | 11,882 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $35,883 | 11,882 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $37,547 | 11,882 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $37,784 | 11,882 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $7,622 | 2,382 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $7,741 | 2,382 | Shares | Sole | 2022-10-28 |