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Disclosery

KELLY FINANCIAL GROUP LLC: IUSB position timeline

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

KELLY FINANCIAL GROUP LLC held 20,164 IUSB 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 20,164 shares
    Change vs previous 13F +264 shares

    0.21% of the 13F portfolio, value $930,561.

    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 19,900 shares
    Change vs previous 13F +1,457 shares

    0.23% of the 13F portfolio, value $919,178.

    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 18,443 shares
    Change vs previous 13F -1,028 shares

    0.22% of the 13F portfolio, value $858,323.

    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 19,471 shares
    Change vs previous 13F +24 shares

    0.24% of the 13F portfolio, value $909,493.

    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 19,447 shares
    Change vs previous 13F -2,378 shares

    0.26% of the 13F portfolio, value $899,037.

    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 21,825 shares
    Change vs previous 13F +1,542 shares

    0.31% of the 13F portfolio, value $1,005,699.

    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 20,283 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $916,794.

    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).