Skip to content
Disclosery

Kellett Wealth Advisors, LLC: XMMO position timeline

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

Kellett Wealth Advisors, LLC held 38,712 XMMO 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 38,712 shares
    Change vs previous 13F +1,497 shares

    3.07% of the 13F portfolio, value $6,586,409.

    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 37,215 shares
    Change vs previous 13F +1,717 shares

    2.93% of the 13F portfolio, value $5,396,858.

    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 35,498 shares
    Change vs previous 13F +862 shares

    2.81% of the 13F portfolio, value $4,915,116.

    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 34,636 shares
    Change vs previous 13F +617 shares

    2.83% of the 13F portfolio, value $4,683,870.

    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 34,019 shares
    Change vs previous 13F +2,026 shares

    2.85% of the 13F portfolio, value $4,375,889.

    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 31,993 shares
    Change vs previous 13F +1,698 shares

    2.52% of the 13F portfolio, value $3,639,524.

    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 30,295 shares
    Change vs previous 13F +1,328 shares

    2.57% of the 13F portfolio, value $3,742,341.

    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 28,967 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $3,485,599.

    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).