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KELLY FINANCIAL GROUP LLC: IXUS position timeline

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

KELLY FINANCIAL GROUP LLC held 31,830 IXUS 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 31,830 shares
    Change vs previous 13F -504 shares

    0.67% of the 13F portfolio, value $3,037,850.

    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 32,334 shares
    Change vs previous 13F -1,000 shares

    0.7% of the 13F portfolio, value $2,801,413.

    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 33,334 shares
    Change vs previous 13F -1,134 shares

    0.72% of the 13F portfolio, value $2,821,385.

    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 34,468 shares
    Change vs previous 13F -3,371 shares

    0.75% of the 13F portfolio, value $2,846,363.

    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 37,839 shares
    Change vs previous 13F -31,527 shares

    0.85% of the 13F portfolio, value $2,925,329.

    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 69,366 shares
    Change vs previous 13F -10,195 shares

    1.51% of the 13F portfolio, value $4,842,427.

    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 79,561 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,262,152.

    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).