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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

AWR holding history

American States Water Co 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.

AWR overviewAll 13F holders of AWRFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2023
Holdings of AWR by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−56−100.0%Sold outHolders
Q1 202456$4.04K<0.1%00.0%UnchangedHolders
Q4 202356$4.50K<0.1%00.0%UnchangedHolders
Q3 202356$4.41K<0.1%00.0%UnchangedHolders
Q2 202356$4.87K<0.1%+56NewHolders