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Disclosery

KELLY FINANCIAL GROUP LLC: DFAT position timeline

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

KELLY FINANCIAL GROUP LLC held 329,931 DFAT 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 329,931 shares
    Change vs previous 13F +2,540 shares

    5.12% of the 13F portfolio, value $23,062,175.

    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 327,391 shares
    Change vs previous 13F +1,076 shares

    5.14% of the 13F portfolio, value $20,444,333.

    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 326,315 shares
    Change vs previous 13F +13,984 shares

    4.94% of the 13F portfolio, value $19,428,795.

    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 312,331 shares
    Change vs previous 13F +11,549 shares

    4.82% of the 13F portfolio, value $18,180,788.

    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 300,782 shares
    Change vs previous 13F +31,443 shares

    4.7% of the 13F portfolio, value $16,230,197.

    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 269,339 shares
    Change vs previous 13F +31,364 shares

    4.33% of the 13F portfolio, value $13,868,265.

    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 237,975 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $13,245,689.

    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).