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Disclosery

Kelly Financial Services LLC: QUAL position timeline

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

Kelly Financial Services LLC held 10,392 QUAL 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 10,392 shares
    Change vs previous 13F -54,384 shares

    0.49% of the 13F portfolio, value $2,280,366.

    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 64,776 shares
    Change vs previous 13F -933 shares

    2.99% of the 13F portfolio, value $12,382,433.

    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 65,709 shares
    Change vs previous 13F -52,490 shares

    3.27% of the 13F portfolio, value $13,051,081.

    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 118,199 shares
    Change vs previous 13F -7,267 shares

    5.95% of the 13F portfolio, value $22,989,778.

    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 125,466 shares
    Change vs previous 13F +7,185 shares

    6.76% of the 13F portfolio, value $22,937,606.

    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 118,281 shares
    Change vs previous 13F +6,913 shares

    7.03% of the 13F portfolio, value $20,213,014.

    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 111,368 shares
    Change vs previous 13F +3,930 shares

    7.15% of the 13F portfolio, value $19,836,134.

    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 107,438 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $19,263,564.

    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).