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Kelly Financial Services LLC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelly Financial Services LLC on BAI, newest first. How the timeline and the estimate are built.

Kelly Financial Services LLC held 268,572 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,572 shares
    Change vs previous 13F -71,611 shares

    3.03% of the 13F portfolio, value $14,159,094.

    13F-HR 0001754960-26-000499 filed by Kelly Financial Services 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 340,183 shares
    Change vs previous 13F +16,832 shares

    2.7% of the 13F portfolio, value $11,168,181.

    13F-HR 0001754960-26-000221 filed by Kelly Financial Services 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 323,351 shares
    Change vs previous 13F +24,605 shares

    2.7% of the 13F portfolio, value $10,767,602.

    13F-HR 0001754960-26-000039 filed by Kelly Financial Services 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 298,746 shares
    Change vs previous 13F +116,489 shares

    2.64% of the 13F portfolio, value $10,205,168.

    13F-HR 0001754960-25-000659 filed by Kelly Financial Services 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 182,257 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $5,258,104.

    13F-HR 0001754960-25-000424 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).