Ownership history in Key FInancial Inc · 3 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in SIMPSON MFG INC (SSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 120 | — | 0% | 0.00% | $20K | $166.87 |
| 2025 Q2 | UNCHANGED | 120 | — | 0% | 0.00% | $19K | $154.49 |
| 2025 Q1 | INITIATED | 120 | — | — | 0.00% | $19K | $155.97 |
As of 2025 Q4 — sorted by position size