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
- period ended2026-06-3013F 268,572 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 340,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 323,351 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 298,746 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 182,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).