Key Financial Inc

SEC CIK: 0001801720
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ADC holding history

Agree Realty Corp in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADC overview All 13F holders of ADC Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2023

Holdings of ADC by Key Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−54−100.0%	Sold out	Holders
Q2 2023	54	$3.53K	<0.1%	+54	New	Holders