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Disclosery

Kelly Financial Services LLC: SOXX position timeline

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

Kelly Financial Services LLC held 756 SOXX 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 756 shares
    Change vs previous 13F -34 shares

    0.1% of the 13F portfolio, value $484,482.

    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 790 shares
    Change vs previous 13F -143 shares

    0.06% of the 13F portfolio, value $259,495.

    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 933 shares
    Change vs previous 13F -24,499 shares

    0.07% of the 13F portfolio, value $280,857.

    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 25,432 shares
    Change vs previous 13F -1,108 shares

    1.79% of the 13F portfolio, value $6,895,036.

    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 26,540 shares
    Change vs previous 13F +1,476 shares

    1.87% of the 13F portfolio, value $6,334,995.

    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 25,064 shares
    Change vs previous 13F +1,782 shares

    1.64% of the 13F portfolio, value $4,716,382.

    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 23,282 shares
    Change vs previous 13F +1,026 shares

    1.81% of the 13F portfolio, value $5,018,217.

    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 22,256 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $5,132,000.

    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).