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Disclosery

Kelly Financial Services LLC: SPEM position timeline

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

Kelly Financial Services LLC held 9,040 SPEM 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 9,040 shares
    Change vs previous 13F +608 shares

    0.1% of the 13F portfolio, value $468,111.

    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 8,432 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $395,541.

    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 8,433 shares
    Change vs previous 13F -633 shares

    0.1% of the 13F portfolio, value $394,745.

    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 9,066 shares
    Change vs previous 13F +1,491 shares

    0.11% of the 13F portfolio, value $424,382.

    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 7,575 shares
    Change vs previous 13F -4,837 shares

    0.1% of the 13F portfolio, value $323,758.

    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 12,412 shares
    Change vs previous 13F -6,797 shares

    0.17% of the 13F portfolio, value $488,667.

    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 19,209 shares
    Change vs previous 13F -19,167 shares

    0.27% of the 13F portfolio, value $737,033.

    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 38,376 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,584,149.

    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).