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Disclosery

KELLY FINANCIAL GROUP LLC: EFV position timeline

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

KELLY FINANCIAL GROUP LLC held 4,593 EFV 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 4,593 shares
    Change vs previous 13F -384 shares

    0.08% of the 13F portfolio, value $351,593.

    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 4,977 shares
    Change vs previous 13F -130 shares

    0.09% of the 13F portfolio, value $370,019.

    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 5,107 shares
    Change vs previous 13F -478 shares

    0.09% of the 13F portfolio, value $364,671.

    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 5,585 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $378,831.

    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 5,627 shares
    Change vs previous 13F +65 shares

    0.1% of the 13F portfolio, value $357,202.

    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 5,562 shares
    Change vs previous 13F +424 shares

    0.1% of the 13F portfolio, value $327,824.

    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 5,138 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $269,591.

    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).