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KELLY FINANCIAL GROUP LLC: DFIV position timeline

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

KELLY FINANCIAL GROUP LLC held 97,787 DFIV 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 97,787 shares
    Change vs previous 13F +3,603 shares

    1.17% of the 13F portfolio, value $5,282,457.

    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 94,184 shares
    Change vs previous 13F -6,426 shares

    1.25% of the 13F portfolio, value $4,970,269.

    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 100,610 shares
    Change vs previous 13F +1,328 shares

    1.28% of the 13F portfolio, value $5,020,455.

    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 99,282 shares
    Change vs previous 13F +2,917 shares

    1.21% of the 13F portfolio, value $4,578,893.

    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 96,365 shares
    Change vs previous 13F +7,451 shares

    1.19% of the 13F portfolio, value $4,127,308.

    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 88,914 shares
    Change vs previous 13F -368 shares

    1.09% of the 13F portfolio, value $3,499,655.

    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 89,282 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,167,725.

    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).