Filer Snapshot

Kelsey Financial, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002022609.

Entity Type

Company

Total Filings

1

Latest Filing

23 Jan 2026

Industry

n/a

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Business address
485 E High St, Moorpark, CA, 93021
Top securities (13F)
QQQ, IWD, LQD, IGSB, AVGO, AMGN, IWS, VEU, IWP, SPY, IWN, AAPL, IWO, JNK, TSLA, NVDA, EEM, MSFT, A, and SPYM
State of incorporation
CA
Fiscal year end
31 December

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Quick Takeaways

  • Kelsey Financial, LLC is an SEC filer tracked under CIK 0002022609.
  • 1 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 23 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0002022609.

See Original Filing

Filer Overview

Kelsey Financial, LLC has filed 1 SEC EDGAR filings since 23 Jan 2026. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Kelsey Financial, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2026 31 Dec 2025 028-25959

About this filer

Kelsey Financial, LLC files with the SEC under CIK 0002022609. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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