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Kellett Wealth Advisors, LLC: XSVM position timeline

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

Kellett Wealth Advisors, LLC held 71,282 XSVM 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 71,282 shares
    Change vs previous 13F +3,162 shares

    2.31% of the 13F portfolio, value $4,960,537.

    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 68,120 shares
    Change vs previous 13F +2,932 shares

    2.22% of the 13F portfolio, value $4,104,911.

    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 65,188 shares
    Change vs previous 13F +954 shares

    2.13% of the 13F portfolio, value $3,724,863.

    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 64,234 shares
    Change vs previous 13F +838 shares

    2.19% of the 13F portfolio, value $3,626,663.

    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 63,396 shares
    Change vs previous 13F +15,943 shares

    2.15% of the 13F portfolio, value $3,295,936.

    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 47,453 shares
    Change vs previous 13F +1,552 shares

    1.65% of the 13F portfolio, value $2,382,125.

    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 45,901 shares
    Change vs previous 13F +4,399 shares

    1.72% of the 13F portfolio, value $2,500,713.

    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 41,502 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,282,218.

    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).