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Disclosery

KELLY FINANCIAL GROUP LLC: DFIS position timeline

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

KELLY FINANCIAL GROUP LLC held 301,633 DFIS 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 301,633 shares
    Change vs previous 13F +15,345 shares

    2.35% of the 13F portfolio, value $10,566,211.

    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 286,288 shares
    Change vs previous 13F -8,544 shares

    2.42% of the 13F portfolio, value $9,638,272.

    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 294,832 shares
    Change vs previous 13F +7,902 shares

    2.47% of the 13F portfolio, value $9,711,768.

    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 286,930 shares
    Change vs previous 13F -2,857 shares

    2.41% of the 13F portfolio, value $9,075,584.

    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 289,787 shares
    Change vs previous 13F +19,699 shares

    2.5% of the 13F portfolio, value $8,647,253.

    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 270,088 shares
    Change vs previous 13F +8,034 shares

    2.18% of the 13F portfolio, value $6,979,073.

    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 262,054 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,434,739.

    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).