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KELLY FINANCIAL GROUP LLC: AGGM position timeline

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

KELLY FINANCIAL GROUP LLC held 28,342 AGGM 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 28,342 shares
    Change vs previous 13F +3,919 shares

    0.65% of the 13F portfolio, value $2,942,665.

    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 24,423 shares
    Change vs previous 13F +19 shares

    0.64% of the 13F portfolio, value $2,544,144.

    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 24,404 shares
    Change vs previous 13F +1,100 shares

    0.65% of the 13F portfolio, value $2,555,099.

    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 23,304 shares
    Change vs previous 13F +1,433 shares

    0.65% of the 13F portfolio, value $2,455,205.

    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 21,871 shares
    Change vs previous 13F -754 shares

    0.66% of the 13F portfolio, value $2,284,338.

    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 22,625 shares
    Change vs previous 13F -1,034 shares

    0.74% of the 13F portfolio, value $2,356,168.

    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 23,659 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,418,530.

    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).