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KELLY FINANCIAL GROUP LLC: BBEU position timeline

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

KELLY FINANCIAL GROUP LLC held 19,907 BBEU 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 19,907 shares
    Change vs previous 13F -1,345 shares

    0.34% of the 13F portfolio, value $1,548,167.

    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 21,252 shares
    Change vs previous 13F -3,770 shares

    0.39% of the 13F portfolio, value $1,538,763.

    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 25,022 shares
    Change vs previous 13F -20 shares

    0.47% of the 13F portfolio, value $1,834,113.

    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 25,042 shares
    Change vs previous 13F -79 shares

    0.46% of the 13F portfolio, value $1,743,174.

    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 25,121 shares
    Change vs previous 13F +1,352 shares

    0.49% of the 13F portfolio, value $1,694,662.

    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 23,769 shares
    Change vs previous 13F -1,139 shares

    0.46% of the 13F portfolio, value $1,469,637.

    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 24,908 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,380,401.

    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).