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CIK 0001128066 • 7 13F filings • Apr 16, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("kelly-financial-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000142 |
| $377.0M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000718 | $450.1M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000802 | $345.6M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000313 | $397.7M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000441 | $320.0M | View |