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KELLY FINANCIAL GROUP LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY FINANCIAL GROUP LLC on AGG, newest first. How the timeline and the estimate are built.

KELLY FINANCIAL GROUP LLC held 204,205 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,205 shares
    Change vs previous 13F +13,088 shares

    4.49% of the 13F portfolio, value $20,212,184.

    13F-HR 0002085853-26-000718 filed by KELLY FINANCIAL GROUP 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 191,117 shares
    Change vs previous 13F -18,064 shares

    4.77% of the 13F portfolio, value $18,972,182.

    13F-HR 0002085853-26-000313 filed by KELLY FINANCIAL GROUP 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 209,181 shares
    Change vs previous 13F +7,805 shares

    5.31% of the 13F portfolio, value $20,892,998.

    13F-HR 0002085853-26-000075 filed by KELLY FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 201,376 shares
    Change vs previous 13F +15,595 shares

    5.35% of the 13F portfolio, value $20,187,944.

    13F-HR 0002085853-25-000142 filed by KELLY FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 185,781 shares
    Change vs previous 13F +10,283 shares

    5.33% of the 13F portfolio, value $18,429,476.

    13F-HR 0001667731-25-000802 filed by KELLY FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 175,498 shares
    Change vs previous 13F +35,028 shares

    5.43% of the 13F portfolio, value $17,360,263.

    13F-HR 0001667731-25-000441 filed by KELLY FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 140,470 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $13,611,543.

    13F-HR 0001667731-25-000210 filed by KELLY FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).