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Disclosery

Kelly Financial Services LLC: MBB position timeline

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

Kelly Financial Services LLC held 127,863 MBB 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 127,863 shares
    Change vs previous 13F +9,684 shares

    2.59% of the 13F portfolio, value $12,085,628.

    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 118,179 shares
    Change vs previous 13F +7,725 shares

    2.7% of the 13F portfolio, value $11,192,405.

    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 110,454 shares
    Change vs previous 13F +4,772 shares

    2.64% of the 13F portfolio, value $10,517,452.

    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 105,682 shares
    Change vs previous 13F +5,886 shares

    2.6% of the 13F portfolio, value $10,055,635.

    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 99,796 shares
    Change vs previous 13F +2,938 shares

    2.76% of the 13F portfolio, value $9,369,825.

    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 96,858 shares
    Change vs previous 13F -15,391 shares

    3.16% of the 13F portfolio, value $9,083,356.

    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 112,249 shares
    Change vs previous 13F +8,120 shares

    3.71% of the 13F portfolio, value $10,291,594.

    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 104,129 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $9,976,599.

    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).