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Disclosery

Kelly Financial Services LLC: IVE position timeline

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

Kelly Financial Services LLC held 92,005 IVE 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 92,005 shares
    Change vs previous 13F -27,077 shares

    4.47% of the 13F portfolio, value $20,890,563.

    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 119,082 shares
    Change vs previous 13F -9,814 shares

    6.06% of the 13F portfolio, value $25,063,117.

    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 128,896 shares
    Change vs previous 13F +37,021 shares

    6.85% of the 13F portfolio, value $27,334,934.

    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 91,875 shares
    Change vs previous 13F +7,204 shares

    4.91% of the 13F portfolio, value $18,973,142.

    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 84,671 shares
    Change vs previous 13F +15,161 shares

    4.87% of the 13F portfolio, value $16,546,381.

    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 69,510 shares
    Change vs previous 13F +35,096 shares

    4.6% of the 13F portfolio, value $13,247,209.

    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 34,414 shares
    Change vs previous 13F +2,454 shares

    2.37% of the 13F portfolio, value $6,570,232.

    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 31,960 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,301,595.

    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).