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Kellett Wealth Advisors, LLC: IMCG position timeline

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

Kellett Wealth Advisors, LLC held 59,428 IMCG 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 59,428 shares
    Change vs previous 13F +2,809 shares

    2.72% of the 13F portfolio, value $5,841,770.

    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 56,619 shares
    Change vs previous 13F +2,633 shares

    2.42% of the 13F portfolio, value $4,459,866.

    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 53,986 shares
    Change vs previous 13F +1,039 shares

    2.46% of the 13F portfolio, value $4,310,218.

    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 52,947 shares
    Change vs previous 13F +1,138 shares

    2.64% of the 13F portfolio, value $4,380,339.

    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 51,809 shares
    Change vs previous 13F -788 shares

    2.71% of the 13F portfolio, value $4,156,652.

    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 52,597 shares
    Change vs previous 13F +2,571 shares

    2.6% of the 13F portfolio, value $3,757,004.

    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 50,026 shares
    Change vs previous 13F +2,802 shares

    2.6% of the 13F portfolio, value $3,778,464.

    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 47,224 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,445,935.

    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).