Skip to content
Disclosery

KELLY FINANCIAL GROUP LLC: PDP position timeline

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

KELLY FINANCIAL GROUP LLC held 10,827 PDP 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 10,827 shares
    Change vs previous 13F -86 shares

    0.37% of the 13F portfolio, value $1,642,798.

    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 10,913 shares
    Change vs previous 13F -182 shares

    0.33% of the 13F portfolio, value $1,317,698.

    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 11,095 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,291,519.

    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 11,095 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,309,831.

    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 11,095 shares
    Change vs previous 13F -5,729 shares

    0.35% of the 13F portfolio, value $1,204,806.

    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 16,824 shares
    Change vs previous 13F -485 shares

    0.53% of the 13F portfolio, value $1,682,064.

    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 17,309 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,862,621.

    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).