KELLY FINANCIAL GROUP LLC: TRV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY FINANCIAL GROUP LLC on TRV, newest first. How the timeline and the estimate are built.
KELLY FINANCIAL GROUP LLC held 1,148 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,148 sharesChange vs previous 13F +192 shares
0.08% of the 13F portfolio, value $377,371.
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 956 sharesChange vs previous 13F -3 shares
0.07% of the 13F portfolio, value $278,868.
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 959 sharesChange vs previous 13F -2 shares
0.07% of the 13F portfolio, value $278,328.
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 961 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $268,342.
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 961 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $255,962.
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).