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Kellett Wealth Advisors, LLC: UAPR position timeline

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

Kellett Wealth Advisors, LLC held 75,192 UAPR 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 75,192 shares
    Change vs previous 13F -2,185 shares

    1.23% of the 13F portfolio, value $2,640,352.

    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 77,377 shares
    Change vs previous 13F -401 shares

    1.4% of the 13F portfolio, value $2,582,070.

    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 77,778 shares
    Change vs previous 13F -400 shares

    1.46% of the 13F portfolio, value $2,548,785.

    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 78,178 shares
    Change vs previous 13F -1,543 shares

    1.52% of the 13F portfolio, value $2,512,641.

    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 79,721 shares
    Change vs previous 13F +4,120 shares

    1.63% of the 13F portfolio, value $2,495,267.

    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 75,601 shares
    Change vs previous 13F -1,000 shares

    1.56% of the 13F portfolio, value $2,257,446.

    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 76,601 shares
    Change vs previous 13F -659 shares

    1.62% of the 13F portfolio, value $2,362,137.

    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 77,260 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,333,252.

    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).