Skip to content
Disclosery

Kelsey Financial, LLC: IWS position timeline

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

Kelsey Financial, LLC held 36,016 IWS 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 36,016 shares
    Change vs previous 13F +556 shares

    4.5% of the 13F portfolio, value $5,928,185.

    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 35,460 shares
    Change vs previous 13F -3,126 shares

    4.52% of the 13F portfolio, value $5,167,870.

    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 38,586 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $5,442,544.

    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).