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Disclosery

Kelly Financial Services LLC: SPMO position timeline

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

Kelly Financial Services LLC held 0 SPMO shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,097 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 7,097 shares
    Change vs previous 13F -19,536 shares

    0.22% of the 13F portfolio, value $859,165.

    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).

  3. period ended2025-06-30
    13F 26,633 shares
    Change vs previous 13F +9,138 shares

    0.88% of the 13F portfolio, value $2,995,405.

    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).

  4. period ended2025-03-31
    13F 17,495 shares
    Change vs previous 13F +4,932 shares

    0.56% of the 13F portfolio, value $1,618,851.

    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).

  5. period ended2024-12-31
    13F/A 12,563 shares
    Change vs previous 13F -4,102 shares

    0.43% of the 13F portfolio, value $1,193,595.

    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).

  6. period ended2024-09-30
    13F 16,665 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,510,532.

    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).