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KELLY FINANCIAL GROUP LLC: JMOM position timeline

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

KELLY FINANCIAL GROUP LLC held 53,016 JMOM 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 53,016 shares
    Change vs previous 13F -926 shares

    1.01% of the 13F portfolio, value $4,530,747.

    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 53,942 shares
    Change vs previous 13F +14,186 shares

    0.92% of the 13F portfolio, value $3,663,741.

    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 39,756 shares
    Change vs previous 13F -709 shares

    0.69% of the 13F portfolio, value $2,709,371.

    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 40,465 shares
    Change vs previous 13F -1,854 shares

    0.73% of the 13F portfolio, value $2,747,687.

    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 42,319 shares
    Change vs previous 13F -730 shares

    0.79% of the 13F portfolio, value $2,720,689.

    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 43,049 shares
    Change vs previous 13F +36,395 shares

    0.76% of the 13F portfolio, value $2,426,242.

    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 6,654 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $387,729.

    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).