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Disclosery

KELLY FINANCIAL GROUP LLC: JPUS position timeline

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

KELLY FINANCIAL GROUP LLC held 4,688 JPUS 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 4,688 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $657,396.

    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 4,699 shares
    Change vs previous 13F -133 shares

    0.15% of the 13F portfolio, value $611,857.

    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 4,832 shares
    Change vs previous 13F -7 shares

    0.15% of the 13F portfolio, value $598,905.

    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 4,839 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $599,601.

    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 4,863 shares
    Change vs previous 13F +736 shares

    0.17% of the 13F portfolio, value $574,776.

    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 4,127 shares
    Change vs previous 13F +2,102 shares

    0.15% of the 13F portfolio, value $475,430.

    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 2,025 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $231,073.

    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).