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Kellett Wealth Advisors, LLC: DIVB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kellett Wealth Advisors, LLC on DIVB, newest first. How the timeline and the estimate are built.

Kellett Wealth Advisors, LLC held 31,451 DIVB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,451 shares
    Change vs previous 13F +1,601 shares

    0.9% of the 13F portfolio, value $1,937,411.

    13F-HR 0001910381-26-000004 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,850 shares
    Change vs previous 13F -1,720 shares

    0.87% of the 13F portfolio, value $1,610,386.

    13F-HR 0001910381-26-000003 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,570 shares
    Change vs previous 13F -707 shares

    0.96% of the 13F portfolio, value $1,677,970.

    13F-HR 0001910381-26-000001 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,277 shares
    Change vs previous 13F +4,600 shares

    1.02% of the 13F portfolio, value $1,686,473.

    13F-HR 0001910381-25-000003 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,677 shares
    Change vs previous 13F +14,910 shares

    0.91% of the 13F portfolio, value $1,392,707.

    13F-HR 0001085146-25-004170 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,767 shares
    Change vs previous 13F +3,000 shares

    0.43% of the 13F portfolio, value $619,455.

    13F-HR 0001085146-25-002265 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,767 shares
    Change vs previous 13F -5,150 shares

    0.32% of the 13F portfolio, value $462,956.

    13F-HR 0001085146-25-000787 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,917 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $722,729.

    13F-HR 0001085146-24-005033 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).