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KELLY FINANCIAL GROUP LLC: SCHV position timeline

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

KELLY FINANCIAL GROUP LLC held 44,284 SCHV 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 44,284 shares
    Change vs previous 13F -996 shares

    0.34% of the 13F portfolio, value $1,541,539.

    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 45,280 shares
    Change vs previous 13F -2,160 shares

    0.35% of the 13F portfolio, value $1,380,599.

    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 47,440 shares
    Change vs previous 13F -1,118 shares

    0.36% of the 13F portfolio, value $1,404,693.

    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 48,558 shares
    Change vs previous 13F -5,082 shares

    0.37% of the 13F portfolio, value $1,413,497.

    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 53,640 shares
    Change vs previous 13F -36,744 shares

    0.43% of the 13F portfolio, value $1,484,215.

    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 90,384 shares
    Change vs previous 13F -10,938 shares

    0.75% of the 13F portfolio, value $2,402,412.

    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 101,322 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,641,473.

    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).