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Disclosery

Kelsey Financial, LLC: IWM position timeline

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

Kelsey Financial, LLC held 1,185 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,185 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $356,033.

    13F-HR 0002022609-26-000003 filed by Kelsey Financial, 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 1,170 shares
    Change vs previous 13F +37 shares

    0.25% of the 13F portfolio, value $290,160.

    13F-HR 0002022609-26-000002 filed by Kelsey Financial, 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 1,133 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $278,899.

    13F-HR 0002022609-26-000001 filed by Kelsey Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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