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KELLY FINANCIAL GROUP LLC: SCHR position timeline

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

KELLY FINANCIAL GROUP LLC held 118,832 SCHR 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 118,832 shares
    Change vs previous 13F +6,962 shares

    0.65% of the 13F portfolio, value $2,930,397.

    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 111,870 shares
    Change vs previous 13F +24,687 shares

    0.7% of the 13F portfolio, value $2,786,682.

    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 87,183 shares
    Change vs previous 13F +633 shares

    0.56% of the 13F portfolio, value $2,186,550.

    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 86,550 shares
    Change vs previous 13F +3,146 shares

    0.58% of the 13F portfolio, value $2,175,002.

    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 83,404 shares
    Change vs previous 13F -2,411 shares

    0.6% of the 13F portfolio, value $2,087,602.

    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 85,815 shares
    Change vs previous 13F -1,353 shares

    0.67% of the 13F portfolio, value $2,133,361.

    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 87,168 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,117,311.

    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).