Kelly Financial Services LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelly Financial Services LLC on SHW, newest first. How the timeline and the estimate are built.
Kelly Financial Services LLC held 13,945 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 13,945 sharesChange vs previous 13F +25 shares
1.03% of the 13F portfolio, value $4,801,626.
13F-HR 0001754960-26-000499 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,920 sharesChange vs previous 13F +11 shares
1.08% of the 13F portfolio, value $4,461,960.
13F-HR 0001754960-26-000221 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,909 sharesChange vs previous 13F 0 shares
1.13% of the 13F portfolio, value $4,506,998.
13F-HR 0001754960-26-000039 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,909 sharesChange vs previous 13F +1 shares
1.25% of the 13F portfolio, value $4,816,045.
13F-HR 0001754960-25-000659 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,908 sharesChange vs previous 13F 0 shares
1.41% of the 13F portfolio, value $4,775,569.
13F-HR 0001754960-25-000424 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,908 sharesChange vs previous 13F +1 shares
1.69% of the 13F portfolio, value $4,856,509.
13F-HR 0001754960-25-000199 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 13,907 sharesChange vs previous 13F 0 shares
1.7% of the 13F portfolio, value $4,727,575.
13F-HR/A 0001754960-25-000034 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,907 sharesChange vs previous 13F not available
1.95% of the 13F portfolio, value $5,307,940.
13F-HR 0001754960-24-000479 filed by Kelly Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).