Key Financial Inc

SEC CIK: 0001801720
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

TMO holding history

Thermo Fisher Scientific Inc. 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.

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

Shares (Q2 2026): 715
Value: $358.5K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TMO by Key Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	715	$358.5K	0.1%	−55−7.1%	Reduced	Holders
Q1 2026	770	$378.5K	0.1%	+15+2.0%	Added	Holders
Q4 2025	755	$437.5K	0.1%	00.0%	Unchanged	Holders
Q3 2025	755	$400.7K	0.1%	−15−1.9%	Reduced	Holders
Q2 2025	770	$312.2K	0.1%	00.0%	Unchanged	Holders
Q1 2025	770	$383.2K	0.1%	00.0%	Unchanged	Holders
Q4 2024	770	$400.6K	0.1%	+21+2.8%	Added	Holders
Q3 2024	749	$463.3K	0.1%	+2+0.3%	Added	Holders
Q2 2024	747	$413.1K	0.1%	+97+14.9%	Added	Holders
Q1 2024	650	$377.8K	0.1%	00.0%	Unchanged	Holders
Q4 2023	650	$345.0K	0.1%	+25+4.0%	Added	Holders
Q3 2023	625	$316.4K	0.1%	−21−3.3%	Reduced	Holders
Q2 2023	646	$337.1K	0.1%	+39+6.4%	Added	Holders
Q1 2023	607	$349.9K	0.1%	+111+22.4%	Added	Holders
Q4 2022	496	$251.6K	0.1%	00.0%	Unchanged	Holders
Q3 2022	496	$252.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	496	$272.0K	0.1%	+16+3.3%	Added	Holders
Q1 2022	480	$284.0K	0.1%	+90+23.1%	Added	Holders
Q4 2021	390	$260.0K	0.1%	−321−45.1%	Reduced	Holders
Q3 2021	711	$406.0K	0.2%	+325+84.2%	Added	Holders
Q2 2021	386	$208.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	386	$176.0K	0.1%	–	–	Holders

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