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Disclosery

KELLY FINANCIAL GROUP LLC: IBM position timeline

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

KELLY FINANCIAL GROUP LLC held 920 IBM 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 920 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $258,719.

    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 900 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $217,355.

    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 906 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $268,367.

    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 906 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $255,637.

    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 706 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $207,099.

    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).