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KELLY FINANCIAL GROUP LLC: SCZ position timeline

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

KELLY FINANCIAL GROUP LLC held 13,955 SCZ 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 13,955 shares
    Change vs previous 13F -146 shares

    0.26% of the 13F portfolio, value $1,148,078.

    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 14,101 shares
    Change vs previous 13F -241 shares

    0.28% of the 13F portfolio, value $1,105,659.

    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 14,342 shares
    Change vs previous 13F -673 shares

    0.28% of the 13F portfolio, value $1,111,935.

    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 15,015 shares
    Change vs previous 13F -2,122 shares

    0.31% of the 13F portfolio, value $1,151,951.

    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 17,137 shares
    Change vs previous 13F -14,191 shares

    0.36% of the 13F portfolio, value $1,245,517.

    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 31,328 shares
    Change vs previous 13F -5,382 shares

    0.62% of the 13F portfolio, value $1,990,256.

    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 36,710 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,230,121.

    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).