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Kellett Wealth Advisors, LLC: XLF position timeline

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

Kellett Wealth Advisors, LLC held 4,553 XLF 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 4,553 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $244,089.

    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 4,616 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $227,869.

    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 4,610 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $252,513.

    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).