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KELLY FINANCIAL GROUP LLC: JEMA position timeline

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

KELLY FINANCIAL GROUP LLC held 490,232 JEMA 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 490,232 shares
    Change vs previous 13F +6,409 shares

    6.96% of the 13F portfolio, value $31,316,020.

    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 483,823 shares
    Change vs previous 13F +62,512 shares

    6.33% of the 13F portfolio, value $25,170,747.

    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 421,311 shares
    Change vs previous 13F +8,052 shares

    5.25% of the 13F portfolio, value $20,644,239.

    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 413,259 shares
    Change vs previous 13F -15,182 shares

    5.21% of the 13F portfolio, value $19,650,465.

    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 428,441 shares
    Change vs previous 13F +23,704 shares

    5.34% of the 13F portfolio, value $18,444,385.

    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 404,737 shares
    Change vs previous 13F +54,109 shares

    4.84% of the 13F portfolio, value $15,485,238.

    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 350,628 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $13,116,993.

    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).