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Disclosery

KELLY FINANCIAL GROUP LLC: BALT position timeline

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

KELLY FINANCIAL GROUP LLC held 31,304 BALT 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 31,304 shares
    Change vs previous 13F +7,900 shares

    0.24% of the 13F portfolio, value $1,072,788.

    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 23,404 shares
    Change vs previous 13F +12,450 shares

    0.2% of the 13F portfolio, value $783,215.

    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 10,954 shares
    Change vs previous 13F +2,320 shares

    0.09% of the 13F portfolio, value $367,069.

    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 8,634 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $283,368.

    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).