Kelly Financial Services LLC: IGEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelly Financial Services LLC on IGEB, newest first. How the timeline and the estimate are built.
Kelly Financial Services LLC held 253,415 IGEB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 253,415 sharesChange vs previous 13F +163,073 shares
2.45% of the 13F portfolio, value $11,431,557.
13F-HR 0001754960-26-000499 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 90,342 sharesChange vs previous 13F +3,491 shares
0.99% of the 13F portfolio, value $4,079,004.
13F-HR 0001754960-26-000221 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 86,851 sharesChange vs previous 13F +14,083 shares
0.99% of the 13F portfolio, value $3,965,599.
13F-HR 0001754960-26-000039 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 72,768 sharesChange vs previous 13F +13,173 shares
0.87% of the 13F portfolio, value $3,350,619.
13F-HR 0001754960-25-000659 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,595 sharesChange vs previous 13F +59,595 shares
0.8% of the 13F portfolio, value $2,707,974.
13F-HR 0001754960-25-000424 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 0 sharesChange vs previous 13F -86,510 shares
13F-HR/A 0001754960-25-000034 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 86,510 sharesChange vs previous 13F not available
1.47% of the 13F portfolio, value $4,020,122.
13F-HR 0001754960-24-000479 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).