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KELLY LAWRENCE W & ASSOCIATES INC/CA: BR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on BR, newest first. How the timeline and the estimate are built.

KELLY LAWRENCE W & ASSOCIATES INC/CA held 57,355 BR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,355 shares
    Change vs previous 13F -250 shares

    1.68% of the 13F portfolio, value $7,854,767.

    13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 57,605 shares
    Change vs previous 13F -3,477 shares

    2.6% of the 13F portfolio, value $9,359,660.

    13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 61,082 shares
    Change vs previous 13F -460 shares

    3.32% of the 13F portfolio, value $13,631,669.

    13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 61,542 shares
    Change vs previous 13F -9,205 shares

    3.55% of the 13F portfolio, value $14,657,458.

    13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 70,747 shares
    Change vs previous 13F -3,250 shares

    4.51% of the 13F portfolio, value $17,193,643.

    13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 73,997 shares
    Change vs previous 13F -695 shares

    4.36% of the 13F portfolio, value $17,941,313.

    13F-HR 0000920441-25-000005 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 74,692 shares
    Change vs previous 13F -50 shares

    3.94% of the 13F portfolio, value $16,887,114.

    13F-HR 0000920441-25-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 74,742 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $16,071,772.

    13F-HR 0000920441-24-000004 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).