Kelly Financial Services LLC: IDEF position timeline

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

Kelly Financial Services LLC held 8,088 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,088 shares
Change vs previous 13F +878 shares
0.06% of the 13F portfolio, value $257,041.
13F-HR 0001754960-26-000499 filed by Kelly Financial Services LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,210 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $235,911.
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).