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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DFS by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−869−100.0%Sold outHolders
Q1 2025869$148.3K<0.1%00.0%UnchangedHolders
Q4 2024869$150.5K<0.1%00.0%UnchangedHolders
Q3 2024869$121.9K<0.1%+7+0.8%AddedHolders
Q2 2024862$112.8K<0.1%+628+268.4%AddedHolders
Q1 2024234$30.7K<0.1%00.0%UnchangedHolders
Q4 2023234$26.3K<0.1%00.0%UnchangedHolders
Q3 2023234$20.3K<0.1%−33−12.4%ReducedHolders
Q2 2023267$31.2K<0.1%+33+14.1%AddedHolders
Q1 2023234$23.1K<0.1%00.0%UnchangedHolders
Q4 2022234$21.3K<0.1%00.0%UnchangedHolders
Q3 2022234$21.0K<0.1%00.0%UnchangedHolders
Q2 2022234$23.0K<0.1%00.0%UnchangedHolders
Q1 2022234$26.0K<0.1%00.0%UnchangedHolders
Q4 2021234$27.0K<0.1%−59−20.1%ReducedHolders
Q3 2021293$36.0K<0.1%−50−14.6%ReducedHolders
Q2 2021343$43.0K<0.1%00.0%UnchangedHolders
Q1 2021343$33.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.