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KELLY FINANCIAL GROUP LLC: BBIN position timeline

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

KELLY FINANCIAL GROUP LLC held 64,109 BBIN 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 64,109 shares
    Change vs previous 13F -1,274 shares

    1.11% of the 13F portfolio, value $5,005,647.

    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 65,383 shares
    Change vs previous 13F -476,159 shares

    1.2% of the 13F portfolio, value $4,780,825.

    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 541,542 shares
    Change vs previous 13F +14,847 shares

    9.96% of the 13F portfolio, value $39,164,299.

    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 526,695 shares
    Change vs previous 13F +22,224 shares

    9.8% of the 13F portfolio, value $36,937,091.

    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 504,471 shares
    Change vs previous 13F +37,306 shares

    9.85% of the 13F portfolio, value $34,051,793.

    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 467,165 shares
    Change vs previous 13F +15,413 shares

    8.98% of the 13F portfolio, value $28,732,987.

    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 451,752 shares
    Change vs previous 13F not available

    9.17% of the 13F portfolio, value $25,795,039.

    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).