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Disclosery

KELLY FINANCIAL GROUP LLC: JPEM position timeline

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

KELLY FINANCIAL GROUP LLC held 11,246 JPEM 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 11,246 shares
    Change vs previous 13F -477 shares

    0.16% of the 13F portfolio, value $706,024.

    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 11,723 shares
    Change vs previous 13F +570 shares

    0.18% of the 13F portfolio, value $728,310.

    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 11,153 shares
    Change vs previous 13F -94 shares

    0.17% of the 13F portfolio, value $677,322.

    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 11,247 shares
    Change vs previous 13F -39 shares

    0.18% of the 13F portfolio, value $663,526.

    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 11,286 shares
    Change vs previous 13F +2,833 shares

    0.18% of the 13F portfolio, value $636,675.

    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 8,453 shares
    Change vs previous 13F +480 shares

    0.14% of the 13F portfolio, value $445,649.

    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 7,973 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $413,660.

    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).