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KELLY FINANCIAL GROUP LLC: JCPB position timeline

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

KELLY FINANCIAL GROUP LLC held 686,820 JCPB 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 686,820 shares
    Change vs previous 13F +33,476 shares

    7.16% of the 13F portfolio, value $32,239,348.

    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 653,344 shares
    Change vs previous 13F +19,759 shares

    7.74% of the 13F portfolio, value $30,759,315.

    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 633,585 shares
    Change vs previous 13F +26,491 shares

    7.66% of the 13F portfolio, value $30,120,737.

    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 607,094 shares
    Change vs previous 13F +55,898 shares

    7.66% of the 13F portfolio, value $28,867,327.

    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 551,196 shares
    Change vs previous 13F +29,689 shares

    7.51% of the 13F portfolio, value $25,939,284.

    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 521,507 shares
    Change vs previous 13F +39,539 shares

    7.67% of the 13F portfolio, value $24,531,689.

    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 481,968 shares
    Change vs previous 13F not available

    7.93% of the 13F portfolio, value $22,298,906.

    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).