Skip to content
Disclosery

KELLY FINANCIAL GROUP LLC: IWF position timeline

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

KELLY FINANCIAL GROUP LLC held 198,448 IWF 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 198,448 shares
    Change vs previous 13F +149,909 shares

    5.48% of the 13F portfolio, value $24,641,345.

    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 48,539 shares
    Change vs previous 13F +2,728 shares

    5.2% of the 13F portfolio, value $20,694,814.

    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 45,811 shares
    Change vs previous 13F +1,169 shares

    5.51% of the 13F portfolio, value $21,682,396.

    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 44,642 shares
    Change vs previous 13F -746 shares

    5.55% of the 13F portfolio, value $20,910,778.

    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 45,388 shares
    Change vs previous 13F +4,419 shares

    5.58% of the 13F portfolio, value $19,270,837.

    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 40,969 shares
    Change vs previous 13F +4,143 shares

    4.62% of the 13F portfolio, value $14,793,496.

    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 36,826 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $14,788,585.

    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).