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Kelsey Financial, LLCETFConcentrated long-term

CIK: 0002022609 | MOORPARK, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR63$125.4M2026-10-28SEC ↗
Q2 2026
13F-HR65$131.8M2026-08-10SEC ↗
Q1 2026
13F-HR63$114.4M2026-05-06SEC ↗
Q4 2025
13F-HR62$116.4M2026-01-23SEC ↗