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Disclosery

Kelsey Financial, LLC: QQQ position timeline

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

Kelsey Financial, LLC held 37,403 QQQ 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 37,403 shares
    Change vs previous 13F +773 shares

    20.9% of the 13F portfolio, value $27,543,229.

    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 36,630 shares
    Change vs previous 13F +4,943 shares

    18.49% of the 13F portfolio, value $21,141,837.

    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 31,687 shares
    Change vs previous 13F not available

    16.72% of the 13F portfolio, value $19,465,886.

    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).