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Disclosery

Kelly Financial Services LLC: JAAA position timeline

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

Kelly Financial Services LLC held 129,226 JAAA 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 129,226 shares
    Change vs previous 13F -30,625 shares

    1.4% of the 13F portfolio, value $6,524,635.

    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 159,851 shares
    Change vs previous 13F +47,277 shares

    1.95% of the 13F portfolio, value $8,056,598.

    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 112,574 shares
    Change vs previous 13F +20,286 shares

    1.43% of the 13F portfolio, value $5,693,977.

    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 92,288 shares
    Change vs previous 13F +17,527 shares

    1.21% of the 13F portfolio, value $4,686,377.

    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 74,761 shares
    Change vs previous 13F +34,076 shares

    1.12% of the 13F portfolio, value $3,794,140.

    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 40,685 shares
    Change vs previous 13F -25,857 shares

    0.72% of the 13F portfolio, value $2,063,139.

    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 66,542 shares
    Change vs previous 13F +16,137 shares

    1.22% of the 13F portfolio, value $3,374,330.

    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 50,405 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,564,585.

    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).