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KELLY FINANCIAL GROUP LLC: DFLV position timeline

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

KELLY FINANCIAL GROUP LLC held 427,276 DFLV 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 427,276 shares
    Change vs previous 13F +5,260 shares

    3.75% of the 13F portfolio, value $16,894,489.

    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 422,016 shares
    Change vs previous 13F -8,791 shares

    3.79% of the 13F portfolio, value $15,069,340.

    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 430,807 shares
    Change vs previous 13F +16,006 shares

    3.75% of the 13F portfolio, value $14,737,908.

    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 414,801 shares
    Change vs previous 13F +27,759 shares

    3.62% of the 13F portfolio, value $13,646,953.

    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 387,042 shares
    Change vs previous 13F +36,727 shares

    3.47% of the 13F portfolio, value $12,006,043.

    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 350,315 shares
    Change vs previous 13F +28,656 shares

    3.35% of the 13F portfolio, value $10,709,129.

    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 321,659 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $9,659,420.

    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).