KELLY FINANCIAL GROUP LLC: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY FINANCIAL GROUP LLC on DFSD, newest first. How the timeline and the estimate are built.
KELLY FINANCIAL GROUP LLC held 5,976 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,976 sharesChange vs previous 13F -107 shares
0.06% of the 13F portfolio, value $285,354.
13F-HR 0002085853-26-000718 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,083 sharesChange vs previous 13F +963 shares
0.07% of the 13F portfolio, value $291,254.
13F-HR 0002085853-26-000313 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,120 sharesChange vs previous 13F -118 shares
0.06% of the 13F portfolio, value $245,504.
13F-HR 0002085853-26-000075 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,238 sharesChange vs previous 13F -85 shares
0.07% of the 13F portfolio, value $252,419.
13F-HR 0002085853-25-000142 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,323 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $255,557.
13F-HR 0001667731-25-000802 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).