Skip to content
Disclosery

Kellett Wealth Advisors, LLC: SFLR position timeline

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

Kellett Wealth Advisors, LLC held 51,128 SFLR 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 51,128 shares
    Change vs previous 13F -1,244 shares

    0.92% of the 13F portfolio, value $1,972,518.

    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 52,372 shares
    Change vs previous 13F -1,855 shares

    1.01% of the 13F portfolio, value $1,854,493.

    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 54,227 shares
    Change vs previous 13F +343 shares

    1.14% of the 13F portfolio, value $1,998,807.

    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 53,884 shares
    Change vs previous 13F -1,061 shares

    1.17% of the 13F portfolio, value $1,941,441.

    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 54,945 shares
    Change vs previous 13F -3,797 shares

    1.2% of the 13F portfolio, value $1,844,504.

    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 58,742 shares
    Change vs previous 13F +972 shares

    1.28% of the 13F portfolio, value $1,843,900.

    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 57,770 shares
    Change vs previous 13F +2,952 shares

    1.3% of the 13F portfolio, value $1,886,187.

    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 54,818 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,743,761.

    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).