Key Financial Inc
CIK
0001801720
City
WEST CHESTER
State / Country
PA
Holdings in SBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $781,636 | 32,773 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $792,248 | 31,830 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $699,305 | 31,830 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $568,483 | 31,830 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $456,123 | 31,830 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $526,468 | 31,830 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $428,113 | 31,830 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $535,698 | 31,830 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $12,640 | 830 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $10,059 | 830 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $9,827 | 830 | Shares | Sole | 2023-07-28 |