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Key Financial Inc

Position in WDFC — Wd 40 Co

CIK 1801720 WEST CHESTER, PA

Position in WDFC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$5,360
+$874 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#338
of 383 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Key Financial Inc holds $607,862 across 14 Specialty Chemicals names. WDFC ranks #9 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,360 22
2026-03-31 $4,486 22
2025-12-31 $4,331 22
2025-09-30 $4,347 22
2025-06-30 $5,017 22
2025-03-31 $5,368 22
2024-12-31 $5,338 22
2024-09-30 $5,673 22
2024-06-30 $4,832 22
2024-03-31 $5,572 22
2023-12-31 $5,259 22
2023-09-30 $4,471 22
2023-06-30 $4,150 22