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Disclosery

Kelly Financial Services LLC: OEF position timeline

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

Kelly Financial Services LLC held 14,938 OEF 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 14,938 shares
    Change vs previous 13F +230 shares

    1.17% of the 13F portfolio, value $5,465,307.

    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 14,708 shares
    Change vs previous 13F -49,983 shares

    1.13% of the 13F portfolio, value $4,685,914.

    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 64,691 shares
    Change vs previous 13F +2,880 shares

    5.56% of the 13F portfolio, value $22,187,243.

    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 61,811 shares
    Change vs previous 13F +20,769 shares

    5.33% of the 13F portfolio, value $20,573,168.

    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 41,042 shares
    Change vs previous 13F +9,797 shares

    3.68% of the 13F portfolio, value $12,491,021.

    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 31,245 shares
    Change vs previous 13F +16,366 shares

    2.94% of the 13F portfolio, value $8,462,202.

    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 14,879 shares
    Change vs previous 13F -213 shares

    1.55% of the 13F portfolio, value $4,297,288.

    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 15,092 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,176,940.

    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).