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Kellett Wealth Advisors, LLC: UOCT position timeline

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

Kellett Wealth Advisors, LLC held 11,496 UOCT 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 11,496 shares
    Change vs previous 13F +37 shares

    0.22% of the 13F portfolio, value $472,601.

    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 11,459 shares
    Change vs previous 13F -10,833 shares

    0.24% of the 13F portfolio, value $438,192.

    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 22,292 shares
    Change vs previous 13F +306 shares

    0.5% of the 13F portfolio, value $870,324.

    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 21,986 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $844,922.

    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 21,986 shares
    Change vs previous 13F -5,544 shares

    0.53% of the 13F portfolio, value $808,678.

    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 27,530 shares
    Change vs previous 13F -9 shares

    0.66% of the 13F portfolio, value $951,150.

    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 27,539 shares
    Change vs previous 13F +13,731 shares

    0.67% of the 13F portfolio, value $971,524.

    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 13,808 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $480,656.

    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).