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Disclosery

Kelly Financial Services LLC: IVW position timeline

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

Kelly Financial Services LLC held 186,168 IVW 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 186,168 shares
    Change vs previous 13F -4,402 shares

    5.48% of the 13F portfolio, value $25,603,705.

    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 190,570 shares
    Change vs previous 13F +7,700 shares

    5.19% of the 13F portfolio, value $21,492,068.

    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 182,870 shares
    Change vs previous 13F +3,075 shares

    5.65% of the 13F portfolio, value $22,540,523.

    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 179,795 shares
    Change vs previous 13F -6,412 shares

    5.62% of the 13F portfolio, value $21,704,904.

    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 186,207 shares
    Change vs previous 13F -14,241 shares

    6.04% of the 13F portfolio, value $20,501,392.

    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 200,448 shares
    Change vs previous 13F +6,943 shares

    6.47% of the 13F portfolio, value $18,607,600.

    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 193,505 shares
    Change vs previous 13F -2,660 shares

    7.08% of the 13F portfolio, value $19,648,599.

    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 196,165 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $18,782,796.

    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).