| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 1,382 | 301,806 | 13F-HR | 7/28/2023 | 000142050623001334 | Key Financial Inc |
| Q1 2023 | 1,166 | 274,342 | 13F-HR | 5/2/2023 | 000142050623000828 | Key Financial Inc |
| Q4 2022 | 1,171 | 211,670 | 13F-HR | 1/26/2023 | 000142050623000145 | Key Financial Inc |
| Q3 2022 | 1,183 | 212,664 | 13F-HR | 10/28/2022 | 000142050622001920 | Key Financial Inc |
| Q2 2022 | 1,153 | 184,681 | 13F-HR | 7/26/2022 | 000142050622001304 | Key Financial Inc |
| Q1 2022 | 1,118 | 201,200 | 13F-HR | 4/27/2022 | 000142050622000669 | Key Financial Inc |
| Q4 2021 | 997 | 199,671 | 13F-HR | 1/19/2022 | 000142050622000021 | Key Financial Inc |
| Q3 2021 | 948 | 176,735 | 13F-HR | 11/1/2021 | 000117152021000424 | Key Financial Inc |
| Q2 2021 | 889 | 178,966 | 13F-HR | 8/2/2021 | 000142050621000925 | Key Financial Inc |
| Q1 2021 | 803 | 151,710 | 13F-HR | 4/30/2021 | 000142050621000462 | Key Financial Inc |
| Q4 2020 | 754 | 134,351 | 13F-HR | 1/29/2021 | 000142050621000067 | Key Financial Inc |
| Q3 2020 | 112 | 97,499 | 13F-HR | 11/2/2020 | 000142050620001114 | Key Financial Inc |
| Q2 2020 | 98 | 87,221 | 13F-HR | 8/7/2020 | 000142050620000826 | Key Financial Inc |
| Q1 2020 | 737 | 97,489 | 13F-HR | 5/5/2020 | 000142050620000421 | Key Financial Inc |
| Q4 2019 | 111 | 106,612 | 13F-HR | 2/11/2020 | 000142050620000144 | Key Financial Inc |