Kellett Schaffner Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Kellett Schaffner Wealth Advisors going back to Feb. 10, 2022
- Kellett Wealth Advisors 2026 Q1 - filed May 4, 2026 - new!
- Kellett Wealth Advisors 2025 Q4 - filed Jan. 23, 2026
- Kellett Wealth Advisors 2025 Q3 - filed Oct. 21, 2025
- Kellett Wealth Advisors 2025 Q2 - filed July 25, 2025
- Kellett Wealth Advisors 2025 Q1 - filed April 23, 2025
- Kellett Wealth Advisors 2024 Q4 - filed Feb. 5, 2025
- Kellett Wealth Advisors 2024 Q3 - filed Oct. 21, 2024
- Kellett Wealth Advisors 2024 Q2 - filed Aug. 12, 2024
- Kellett Wealth Advisors 2024 Q1 - filed April 26, 2024
- Kellett Wealth Advisors 2023 Q4 - filed Jan. 31, 2024
- Kellett Wealth Advisors 2023 Q3 - filed Nov. 7, 2023
- Kellett Wealth Advisors 2023 Q2 - filed Aug. 8, 2023
- Kellett Wealth Advisors 2023 Q1 - filed May 5, 2023
- Kellett Schaffner Wealth Advisors 2022 Q4 - filed Feb. 3, 2023
- Kellett Schaffner Wealth Advisors 2022 Q3 - filed Nov. 10, 2022
- Kellett Schaffner Wealth Advisors 2022 Q2 - filed Aug. 8, 2022
- Kellett Schaffner Wealth Advisors 2022 Q1 - filed April 25, 2022
- Kellett Schaffner Wealth Advisors 2021 Q4 - filed Feb. 10, 2022