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Disclosery

KELLY FINANCIAL GROUP LLC: IWM position timeline

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

KELLY FINANCIAL GROUP LLC held 6,034 IWM 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 6,034 shares
    Change vs previous 13F -133 shares

    0.4% of the 13F portfolio, value $1,812,915.

    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 6,167 shares
    Change vs previous 13F -167 shares

    0.38% of the 13F portfolio, value $1,529,416.

    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 6,334 shares
    Change vs previous 13F -266 shares

    0.4% of the 13F portfolio, value $1,559,177.

    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 6,600 shares
    Change vs previous 13F -579 shares

    0.42% of the 13F portfolio, value $1,596,936.

    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 7,179 shares
    Change vs previous 13F -7,065 shares

    0.45% of the 13F portfolio, value $1,549,156.

    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 14,244 shares
    Change vs previous 13F -1,885 shares

    0.89% of the 13F portfolio, value $2,841,562.

    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 16,129 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,563,862.

    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).