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Kelly Financial Group LLCETFConcentrated long-term

CIK: 0001128066 | Wethersfield, CT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR105$434.5M2026-10-16SEC ↗
Q2 2026
13F-HR107$450.1M2026-07-14SEC ↗
Q1 2026
13F-HR100$397.7M2026-04-09SEC ↗
Q4 2025
13F-HR96$393.4M2026-01-23SEC ↗
Q3 2025
13F-HR96$377.0M2025-10-22SEC ↗
Q2 2025
13F-HR84$345.6M2025-07-15SEC ↗
Q1 2025
13F-HR80$320.0M2025-04-16SEC ↗
Q4 2024
13F-HR78$281.2M2025-02-06SEC ↗