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Disclosery

Kelly Financial Services LLC: IUSB position timeline

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

Kelly Financial Services LLC held 36,806 IUSB 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 36,806 shares
    Change vs previous 13F +7,576 shares

    0.36% of the 13F portfolio, value $1,698,606.

    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 29,230 shares
    Change vs previous 13F -234 shares

    0.33% of the 13F portfolio, value $1,349,369.

    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 29,464 shares
    Change vs previous 13F -101 shares

    0.34% of the 13F portfolio, value $1,371,270.

    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 29,565 shares
    Change vs previous 13F -2,175 shares

    0.36% of the 13F portfolio, value $1,381,000.

    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 31,740 shares
    Change vs previous 13F -3,783 shares

    0.43% of the 13F portfolio, value $1,467,329.

    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 35,523 shares
    Change vs previous 13F -1,739 shares

    0.57% of the 13F portfolio, value $1,636,906.

    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 37,262 shares
    Change vs previous 13F -2,560 shares

    0.61% of the 13F portfolio, value $1,686,275.

    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 39,822 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,876,419.

    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).