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KELLY FINANCIAL GROUP LLC: JPIE position timeline

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

KELLY FINANCIAL GROUP LLC held 132,006 JPIE 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 132,006 shares
    Change vs previous 13F +12,655 shares

    1.35% of the 13F portfolio, value $6,078,885.

    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 119,351 shares
    Change vs previous 13F +1,784 shares

    1.38% of the 13F portfolio, value $5,498,493.

    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 117,567 shares
    Change vs previous 13F +5,456 shares

    1.39% of the 13F portfolio, value $5,467,357.

    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 112,111 shares
    Change vs previous 13F +9,047 shares

    1.38% of the 13F portfolio, value $5,203,071.

    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 103,064 shares
    Change vs previous 13F +4,727 shares

    1.38% of the 13F portfolio, value $4,773,925.

    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 98,337 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $4,530,386.

    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).