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Kelly Financial Services LLC: SPXL position timeline

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

Kelly Financial Services LLC held 5,553 SPXL 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 5,553 shares
    Change vs previous 13F +230 shares

    0.32% of the 13F portfolio, value $1,502,990.

    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 5,323 shares
    Change vs previous 13F +114 shares

    0.24% of the 13F portfolio, value $984,149.

    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 5,209 shares
    Change vs previous 13F -54 shares

    0.29% of the 13F portfolio, value $1,149,225.

    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 5,263 shares
    Change vs previous 13F -372 shares

    0.29% of the 13F portfolio, value $1,115,213.

    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 5,635 shares
    Change vs previous 13F -112 shares

    0.29% of the 13F portfolio, value $977,865.

    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 5,747 shares
    Change vs previous 13F -98 shares

    0.28% of the 13F portfolio, value $806,793.

    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 5,845 shares
    Change vs previous 13F +41 shares

    0.36% of the 13F portfolio, value $986,100.

    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 5,804 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $951,504.

    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).