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KELLY FINANCIAL GROUP LLC: USMV position timeline

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

KELLY FINANCIAL GROUP LLC held 98,110 USMV 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 98,110 shares
    Change vs previous 13F +6,073 shares

    2.1% of the 13F portfolio, value $9,463,708.

    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 92,037 shares
    Change vs previous 13F +2,765 shares

    2.15% of the 13F portfolio, value $8,535,202.

    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 89,272 shares
    Change vs previous 13F +3,808 shares

    2.14% of the 13F portfolio, value $8,405,891.

    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 85,464 shares
    Change vs previous 13F +6,381 shares

    2.16% of the 13F portfolio, value $8,131,045.

    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 79,083 shares
    Change vs previous 13F +5,195 shares

    2.15% of the 13F portfolio, value $7,423,521.

    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 73,888 shares
    Change vs previous 13F +9,056 shares

    2.16% of the 13F portfolio, value $6,920,350.

    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 64,832 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $5,756,433.

    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).