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Disclosery

Kelly Financial Services LLC: ITOT position timeline

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

Kelly Financial Services LLC held 20,518 ITOT 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 20,518 shares
    Change vs previous 13F -915 shares

    0.72% of the 13F portfolio, value $3,370,535.

    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 21,433 shares
    Change vs previous 13F +1,143 shares

    0.74% of the 13F portfolio, value $3,052,759.

    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 20,290 shares
    Change vs previous 13F -1,257 shares

    0.76% of the 13F portfolio, value $3,016,944.

    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 21,547 shares
    Change vs previous 13F -1,944 shares

    0.81% of the 13F portfolio, value $3,138,359.

    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 23,491 shares
    Change vs previous 13F +8,053 shares

    0.93% of the 13F portfolio, value $3,172,269.

    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 15,438 shares
    Change vs previous 13F -5,348 shares

    0.65% of the 13F portfolio, value $1,883,643.

    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 20,786 shares
    Change vs previous 13F -1,387 shares

    0.96% of the 13F portfolio, value $2,675,073.

    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 22,173 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,785,355.

    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).