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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
137
Value
$8.24K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137$8.24K<0.1%00.0%UnchangedHolders
Q1 2026137$7.80K<0.1%00.0%UnchangedHolders
Q4 2025137$8.96K<0.1%−67−32.8%ReducedHolders
Q3 2025204$12.0K<0.1%−135−39.8%ReducedHolders
Q2 2025339$20.7K<0.1%00.0%UnchangedHolders
Q1 2025339$20.2K<0.1%00.0%UnchangedHolders
Q4 2024339$19.2K<0.1%+49+16.9%AddedHolders
Q3 2024290$18.8K<0.1%00.0%UnchangedHolders
Q2 2024290$15.9K<0.1%00.0%UnchangedHolders
Q1 2024290$14.6K<0.1%00.0%UnchangedHolders
Q4 2023290$14.1K<0.1%−107−27.0%ReducedHolders
Q3 2023397$19.6K<0.1%00.0%UnchangedHolders
Q2 2023397$20.7K<0.1%+135+51.5%AddedHolders
Q1 2023262$13.6K<0.1%−150−36.4%ReducedHolders
Q4 2022412$18.1K<0.1%00.0%UnchangedHolders
Q3 2022412$18.0K<0.1%00.0%UnchangedHolders
Q2 2022412$19.0K<0.1%00.0%UnchangedHolders
Q1 2022412$19.0K<0.1%00.0%UnchangedHolders
Q4 2021412$22.0K<0.1%−25−5.7%ReducedHolders
Q3 2021437$24.0K<0.1%+175+66.8%AddedHolders
Q2 2021262$15.0K<0.1%00.0%UnchangedHolders
Q1 2021262$15.0K<0.1%––Holders

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