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Disclosery

Kelsey Financial, LLC: IWO position timeline

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

Kelsey Financial, LLC held 7,178 IWO 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 7,178 shares
    Change vs previous 13F +317 shares

    2.15% of the 13F portfolio, value $2,827,887.

    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 6,861 shares
    Change vs previous 13F +1,160 shares

    1.88% of the 13F portfolio, value $2,153,079.

    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 5,701 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,841,504.

    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).