KELLY FINANCIAL GROUP LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY FINANCIAL GROUP LLC on HDV, newest first. How the timeline and the estimate are built.
KELLY FINANCIAL GROUP LLC held 9,310 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,310 sharesChange vs previous 13F +7,448 shares
0.06% of the 13F portfolio, value $255,187.
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 1,862 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $252,711.
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 1,862 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $226,438.
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 1,862 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $228,002.
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 1,862 sharesChange vs previous 13F -1,042 shares
0.06% of the 13F portfolio, value $218,171.
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).
- period ended2025-03-3113F 2,904 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $351,732.
13F-HR 0001667731-25-000441 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 ended2024-12-3113F 2,904 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $326,003.
13F-HR 0001667731-25-000210 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).