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Disclosery

Kelly Financial Services LLC: SPDW position timeline

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

Kelly Financial Services LLC held 7,604 SPDW 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 7,604 shares
    Change vs previous 13F -2,948 shares

    0.08% of the 13F portfolio, value $383,179.

    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 10,552 shares
    Change vs previous 13F -1,440 shares

    0.12% of the 13F portfolio, value $481,712.

    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 11,992 shares
    Change vs previous 13F +2,586 shares

    0.13% of the 13F portfolio, value $532,565.

    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 9,406 shares
    Change vs previous 13F +2,628 shares

    0.1% of the 13F portfolio, value $402,502.

    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 6,778 shares
    Change vs previous 13F -9,515 shares

    0.08% of the 13F portfolio, value $274,459.

    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 16,293 shares
    Change vs previous 13F +4,317 shares

    0.21% of the 13F portfolio, value $593,242.

    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 11,976 shares
    Change vs previous 13F -7,448 shares

    0.15% of the 13F portfolio, value $408,730.

    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 19,424 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $729,552.

    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).