KELLY FINANCIAL GROUP LLC: SLYV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY FINANCIAL GROUP LLC on SLYV, newest first. How the timeline and the estimate are built.
KELLY FINANCIAL GROUP LLC held 12,760 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 12,760 sharesChange vs previous 13F -199 shares
0.31% of the 13F portfolio, value $1,392,244.
13F-HR 0002085853-26-000718 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,959 sharesChange vs previous 13F -371 shares
0.31% of the 13F portfolio, value $1,225,662.
13F-HR 0002085853-26-000313 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,330 sharesChange vs previous 13F -462 shares
0.31% of the 13F portfolio, value $1,212,630.
13F-HR 0002085853-26-000075 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,792 sharesChange vs previous 13F -2,638 shares
0.32% of the 13F portfolio, value $1,222,661.
13F-HR 0002085853-25-000142 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,430 sharesChange vs previous 13F -14,070 shares
0.38% of the 13F portfolio, value $1,310,457.
13F-HR 0001667731-25-000802 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,500 sharesChange vs previous 13F -4,263 shares
0.75% of the 13F portfolio, value $2,391,189.
13F-HR 0001667731-25-000441 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,763 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $3,033,086.
13F-HR 0001667731-25-000210 filed by KELLY FINANCIAL GROUP LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).