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Kellett Wealth Advisors, LLC: USEP position timeline

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

Kellett Wealth Advisors, LLC held 511,597 USEP 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 511,597 shares
    Change vs previous 13F -3,719 shares

    9.84% of the 13F portfolio, value $21,144,304.

    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 515,316 shares
    Change vs previous 13F -73,917 shares

    10.8% of the 13F portfolio, value $19,926,857.

    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 589,233 shares
    Change vs previous 13F -12,088 shares

    13.24% of the 13F portfolio, value $23,175,005.

    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 601,321 shares
    Change vs previous 13F -5,713 shares

    14.03% of the 13F portfolio, value $23,253,083.

    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 607,034 shares
    Change vs previous 13F -221,778 shares

    14.59% of the 13F portfolio, value $22,372,299.

    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 828,812 shares
    Change vs previous 13F -34,426 shares

    19.76% of the 13F portfolio, value $28,520,498.

    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 863,238 shares
    Change vs previous 13F -20,202 shares

    20.88% of the 13F portfolio, value $30,382,438.

    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 883,440 shares
    Change vs previous 13F not available

    21.92% of the 13F portfolio, value $30,690,706.

    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).