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Kellett Wealth Advisors, LLC: UNOV position timeline

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

Kellett Wealth Advisors, LLC held 70,055 UNOV 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 70,055 shares
    Change vs previous 13F -714 shares

    1.31% of the 13F portfolio, value $2,813,409.

    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 70,769 shares
    Change vs previous 13F -10,131 shares

    1.43% of the 13F portfolio, value $2,637,539.

    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 80,900 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,078,698.

    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).