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Disclosery

Kelly Financial Services LLC: IVV position timeline

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

Kelly Financial Services LLC held 94,579 IVV 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 94,579 shares
    Change vs previous 13F +34,643 shares

    15.16% of the 13F portfolio, value $70,829,307.

    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 59,936 shares
    Change vs previous 13F +18,638 shares

    9.43% of the 13F portfolio, value $39,042,554.

    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 41,298 shares
    Change vs previous 13F +5,716 shares

    7.09% of the 13F portfolio, value $28,286,845.

    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 35,582 shares
    Change vs previous 13F -2,616 shares

    6.17% of the 13F portfolio, value $23,815,044.

    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 38,198 shares
    Change vs previous 13F -29,182 shares

    6.99% of the 13F portfolio, value $23,716,834.

    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 67,380 shares
    Change vs previous 13F -1,647 shares

    13.16% of the 13F portfolio, value $37,860,749.

    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 69,027 shares
    Change vs previous 13F -2,393 shares

    14.65% of the 13F portfolio, value $40,639,054.

    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 71,420 shares
    Change vs previous 13F not available

    15.11% of the 13F portfolio, value $41,196,356.

    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).