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Kellett Wealth Advisors, LLC: GOOGL position timeline

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

Kellett Wealth Advisors, LLC held 4,753 GOOGL 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 4,753 shares
    Change vs previous 13F +51 shares

    0.79% of the 13F portfolio, value $1,698,655.

    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 4,702 shares
    Change vs previous 13F +87 shares

    0.73% of the 13F portfolio, value $1,352,124.

    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 4,615 shares
    Change vs previous 13F +401 shares

    0.83% of the 13F portfolio, value $1,444,458.

    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 4,214 shares
    Change vs previous 13F -5 shares

    0.62% of the 13F portfolio, value $1,024,507.

    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 4,219 shares
    Change vs previous 13F +621 shares

    0.49% of the 13F portfolio, value $743,548.

    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 3,598 shares
    Change vs previous 13F +730 shares

    0.39% of the 13F portfolio, value $556,395.

    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 2,868 shares
    Change vs previous 13F +140 shares

    0.37% of the 13F portfolio, value $542,912.

    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 2,728 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $452,451.

    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).