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Disclosery

Kelly Financial Services LLC: EFV position timeline

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

Kelly Financial Services LLC held 44,238 EFV 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 44,238 shares
    Change vs previous 13F -71,098 shares

    0.72% of the 13F portfolio, value $3,386,397.

    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 115,336 shares
    Change vs previous 13F -83,361 shares

    2.06% of the 13F portfolio, value $8,543,455.

    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 198,697 shares
    Change vs previous 13F -18,629 shares

    3.56% of the 13F portfolio, value $14,188,973.

    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 217,326 shares
    Change vs previous 13F -116,648 shares

    3.82% of the 13F portfolio, value $14,741,236.

    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 333,974 shares
    Change vs previous 13F +98,782 shares

    6.25% of the 13F portfolio, value $21,200,663.

    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).

  6. period ended2025-03-31
    13F 235,192 shares
    Change vs previous 13F -17,862 shares

    4.82% of the 13F portfolio, value $13,862,205.

    13F-HR 0001754960-25-000199 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).

  7. period ended2024-12-31
    13F/A 253,054 shares
    Change vs previous 13F +1,880 shares

    4.79% of the 13F portfolio, value $13,280,785.

    13F-HR/A 0001754960-25-000034 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).

  8. period ended2024-09-30
    13F 251,174 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $14,450,040.

    13F-HR 0001754960-24-000479 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).