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Disclosery

Kelly Financial Services LLC: VGT position timeline

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

Kelly Financial Services LLC held 3,539 VGT 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 3,539 shares
    Change vs previous 13F +3,097 shares

    0.09% of the 13F portfolio, value $423,034.

    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 442 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $308,692.

    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 442 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $333,495.

    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 444 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $331,504.

    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 445 shares
    Change vs previous 13F +57 shares

    0.09% of the 13F portfolio, value $295,233.

    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 388 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $210,254.

    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).