Skip to content
Disclosery

Kellett Wealth Advisors, LLC: IVES position timeline

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

Kellett Wealth Advisors, LLC held 7,880 IVES 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 7,880 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $300,228.

    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 7,880 shares
    Change vs previous 13F -4,361 shares

    0.12% of the 13F portfolio, value $223,556.

    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 12,241 shares
    Change vs previous 13F +1,680 shares

    0.22% of the 13F portfolio, value $386,938.

    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 10,561 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $339,219.

    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).