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Disclosery

Kelly Financial Services LLC: SCHR position timeline

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

Kelly Financial Services LLC held 527,022 SCHR 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 527,022 shares
    Change vs previous 13F +182,904 shares

    2.78% of the 13F portfolio, value $12,996,354.

    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 344,118 shares
    Change vs previous 13F +20,099 shares

    2.07% of the 13F portfolio, value $8,558,143.

    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 324,019 shares
    Change vs previous 13F +53,600 shares

    2.04% of the 13F portfolio, value $8,126,400.

    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 270,419 shares
    Change vs previous 13F +49,308 shares

    1.76% of the 13F portfolio, value $6,795,629.

    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 221,111 shares
    Change vs previous 13F +14,794 shares

    1.63% of the 13F portfolio, value $5,534,413.

    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 206,317 shares
    Change vs previous 13F +42,249 shares

    1.78% of the 13F portfolio, value $5,129,048.

    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 164,068 shares
    Change vs previous 13F +113,591 shares

    1.44% of the 13F portfolio, value $3,985,219.

    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 50,477 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,554,135.

    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).