Skip to content
Disclosery

Kellett Wealth Advisors, LLC: IPKW position timeline

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

Kellett Wealth Advisors, LLC held 349,517 IPKW 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 349,517 shares
    Change vs previous 13F +20,776 shares

    9.17% of the 13F portfolio, value $19,688,096.

    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 328,741 shares
    Change vs previous 13F +82,639 shares

    10.03% of the 13F portfolio, value $18,495,762.

    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 246,102 shares
    Change vs previous 13F +8,666 shares

    7.81% of the 13F portfolio, value $13,676,510.

    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 237,436 shares
    Change vs previous 13F +4,376 shares

    7.55% of the 13F portfolio, value $12,510,527.

    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 233,060 shares
    Change vs previous 13F +155,976 shares

    7.4% of the 13F portfolio, value $11,338,347.

    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 77,084 shares
    Change vs previous 13F +2,530 shares

    2.44% of the 13F portfolio, value $3,519,655.

    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 74,554 shares
    Change vs previous 13F -2,923 shares

    2.03% of the 13F portfolio, value $2,960,539.

    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 77,477 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $3,318,340.

    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).