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Disclosery

Kelly Financial Services LLC: IYW position timeline

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

Kelly Financial Services LLC held 9,089 IYW 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 9,089 shares
    Change vs previous 13F -191 shares

    0.49% of the 13F portfolio, value $2,292,457.

    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 9,280 shares
    Change vs previous 13F -425 shares

    0.41% of the 13F portfolio, value $1,684,431.

    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 9,705 shares
    Change vs previous 13F -2,423 shares

    0.49% of the 13F portfolio, value $1,937,926.

    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 12,128 shares
    Change vs previous 13F -42,975 shares

    0.62% of the 13F portfolio, value $2,375,481.

    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 55,103 shares
    Change vs previous 13F +696 shares

    2.81% of the 13F portfolio, value $9,547,774.

    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 54,407 shares
    Change vs previous 13F +1,605 shares

    2.66% of the 13F portfolio, value $7,640,882.

    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 52,802 shares
    Change vs previous 13F -336 shares

    3.04% of the 13F portfolio, value $8,422,515.

    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 53,138 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $8,056,773.

    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).