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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

KEY holding history

Keycorp in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of KEY by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−27,891−100.0%Sold outHolders
Q4 202227,891$485.9K0.4%−4,434−13.7%ReducedHolders
Q3 202232,325$515.0K0.4%+2,965+10.1%AddedHolders
Q2 202229,360$506.0K0.4%+3,626+14.1%AddedHolders
Q1 202225,734$576.0K0.4%+3,001+13.2%AddedHolders
Q4 202122,733$526.0K0.4%+22,733NewHolders