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Disclosery

Kelly Financial Services LLC: FISR position timeline

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

Kelly Financial Services LLC held 12,737 FISR 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 12,737 shares
    Change vs previous 13F -3,834 shares

    0.07% of the 13F portfolio, value $326,700.

    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 16,571 shares
    Change vs previous 13F +2,698 shares

    0.1% of the 13F portfolio, value $426,200.

    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 13,873 shares
    Change vs previous 13F -1,026 shares

    0.09% of the 13F portfolio, value $359,447.

    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 14,899 shares
    Change vs previous 13F -9,694 shares

    0.1% of the 13F portfolio, value $388,195.

    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 24,593 shares
    Change vs previous 13F -232 shares

    0.19% of the 13F portfolio, value $635,478.

    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 24,825 shares
    Change vs previous 13F -43,048 shares

    0.22% of the 13F portfolio, value $642,478.

    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 67,873 shares
    Change vs previous 13F -38,530 shares

    0.62% of the 13F portfolio, value $1,721,290.

    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 106,403 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,829,144.

    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).