Kelly Financial Services LLC: HIMU position timeline

Kelly Financial Services LLC held 0 HIMU shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -46,599 shares

   13F-HR 0001754960-26-000221 filed by Kelly Financial Services LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 46,599 shares

   Change vs previous 13F +4,496 shares

   0.57% of the 13F portfolio, value $2,268,454.

   13F-HR 0001754960-26-000039 filed by Kelly Financial Services LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 42,103 shares

   Change vs previous 13F +18,646 shares

   0.54% of the 13F portfolio, value $2,071,046.

   13F-HR 0001754960-25-000659 filed by Kelly Financial Services LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 23,457 shares

   Change vs previous 13F -5,571 shares

   0.34% of the 13F portfolio, value $1,140,697.

   13F-HR 0001754960-25-000424 filed by Kelly Financial Services LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 29,028 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $1,437,757.

   13F-HR 0001754960-25-000199 filed by Kelly Financial Services LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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