Skip to content
Disclosery

Kelly Financial Services LLC: ICVT position timeline

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

Kelly Financial Services LLC held 7,271 ICVT 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 7,271 shares
    Change vs previous 13F -258 shares

    0.19% of the 13F portfolio, value $885,138.

    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 7,529 shares
    Change vs previous 13F -2,664 shares

    0.19% of the 13F portfolio, value $765,969.

    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 10,193 shares
    Change vs previous 13F +3,386 shares

    0.25% of the 13F portfolio, value $1,004,026.

    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 6,807 shares
    Change vs previous 13F -196 shares

    0.18% of the 13F portfolio, value $681,021.

    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 7,003 shares
    Change vs previous 13F -5,707 shares

    0.19% of the 13F portfolio, value $630,927.

    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 12,710 shares
    Change vs previous 13F +64 shares

    0.37% of the 13F portfolio, value $1,062,651.

    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 12,646 shares
    Change vs previous 13F +3,491 shares

    0.39% of the 13F portfolio, value $1,074,527.

    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 9,155 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $766,032.

    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).