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Disclosery

Kelly Financial Services LLC: XLSR position timeline

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

Kelly Financial Services LLC held 9,807 XLSR 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 9,807 shares
    Change vs previous 13F -315 shares

    0.14% of the 13F portfolio, value $636,066.

    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 10,122 shares
    Change vs previous 13F +402 shares

    0.14% of the 13F portfolio, value $584,460.

    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 9,720 shares
    Change vs previous 13F -885 shares

    0.15% of the 13F portfolio, value $605,623.

    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 10,605 shares
    Change vs previous 13F -331 shares

    0.16% of the 13F portfolio, value $632,159.

    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 10,936 shares
    Change vs previous 13F -544 shares

    0.18% of the 13F portfolio, value $600,632.

    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 11,480 shares
    Change vs previous 13F -5,331 shares

    0.2% of the 13F portfolio, value $582,856.

    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 16,811 shares
    Change vs previous 13F -13,503 shares

    0.32% of the 13F portfolio, value $898,371.

    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 30,314 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,571,347.

    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).