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Disclosery

KELLY FINANCIAL GROUP LLC: DFUS position timeline

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

KELLY FINANCIAL GROUP LLC held 8,466 DFUS 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 8,466 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $693,731.

    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 8,479 shares
    Change vs previous 13F +764 shares

    0.15% of the 13F portfolio, value $601,186.

    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 7,715 shares
    Change vs previous 13F +137 shares

    0.15% of the 13F portfolio, value $572,222.

    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 7,578 shares
    Change vs previous 13F -290 shares

    0.15% of the 13F portfolio, value $548,950.

    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 7,868 shares
    Change vs previous 13F +1,581 shares

    0.15% of the 13F portfolio, value $527,314.

    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 6,287 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $380,238.

    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).