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Kelly Financial Services LLC: TLH position timeline

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

Kelly Financial Services LLC held 131,731 TLH 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 131,731 shares
    Change vs previous 13F +9,275 shares

    2.83% of the 13F portfolio, value $13,219,217.

    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 122,456 shares
    Change vs previous 13F -4,488 shares

    2.97% of the 13F portfolio, value $12,307,819.

    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 126,944 shares
    Change vs previous 13F -68,476 shares

    3.23% of the 13F portfolio, value $12,906,397.

    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 195,420 shares
    Change vs previous 13F +21,951 shares

    5.21% of the 13F portfolio, value $20,126,335.

    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 173,469 shares
    Change vs previous 13F +58,694 shares

    5.19% of the 13F portfolio, value $17,624,476.

    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 114,775 shares
    Change vs previous 13F +103,733 shares

    4.14% of the 13F portfolio, value $11,907,908.

    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 11,042 shares
    Change vs previous 13F +174 shares

    0.4% of the 13F portfolio, value $1,098,106.

    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 10,868 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,188,170.

    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).