Kelly Financial Services LLC: INDB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelly Financial Services LLC on INDB, newest first. How the timeline and the estimate are built.
Kelly Financial Services LLC held 20,771 INDB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 20,771 sharesChange vs previous 13F -144 shares
0.37% of the 13F portfolio, value $1,738,976.
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 20,915 sharesChange vs previous 13F +6 shares
0.38% of the 13F portfolio, value $1,572,990.
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 20,909 sharesChange vs previous 13F +2,809 shares
0.38% of the 13F portfolio, value $1,528,031.
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 18,100 sharesChange vs previous 13F 0 shares
0.32% of the 13F portfolio, value $1,251,977.
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 18,100 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $1,138,218.
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 ended2025-03-3113F 18,100 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $1,133,965.
13F-HR 0001754960-25-000199 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 18,100 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $1,161,839.
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).
- period ended2024-09-3013F 18,100 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $1,070,253.
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).