KELLY FINANCIAL GROUP LLC LDUR — PIMCO ETF TR

Ownership history in KELLY FINANCIAL GROUP LLC  ·  6 quarters on record

AI Ownership Summary

KELLY FINANCIAL GROUP LLC reported PIMCO ETF TR (LDUR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 7.45% in 2025 Q1. The latest visible filing shows LDUR at 6.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LDUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY FINANCIAL GROUP LLC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LDUR was reported at 6.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.45% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LDUR stock page KELLY FINANCIAL GROUP LLC fund profile KELLY FINANCIAL GROUP LLC full holdings
How KELLY FINANCIAL GROUP LLC held LDUR — position size vs. price
% of Fund (quarterly)    LDUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 282,777 +7,958 +2.9% 6.81% $27.1M 2026-04-09 $95.00
2025 Q4 ADDED — — — 274,819 +8,159 +3.1% 6.73% $26.5M 2026-01-23 $94.52
2025 Q3 ADDED — — — 266,660 +16,767 +6.7% 6.80% $25.6M 2025-10-22 $93.63
2025 Q2 ADDED — — — 249,893 +1,493 +0.6% 6.93% $23.9M 2025-07-15 $91.58
2025 Q1 ADDED — — — 248,400 +38,352 +18.3% 7.45% $23.8M 2025-04-16 $90.73
2024 Q4 INITIATED — — — 210,048 — — 7.12% $20.0M 2025-02-06 $89.87

🏢 Other funds also holding LDUR

As of 2026 Q1 — sorted by position size

O'Connor Financial Group LLC 3Y 9.07% Advocacy Wealth Management, LLC 3Y 7Y 4.58% Treasure Coast Financial Planning 3Y 3.98% MAIMON WEALTH MANAGEMENT LTD. 3.8% TD Capital Management LLC 3Y 7Y 3.76% CarsonAllaria Wealth Management, Ltd. 3Y 3.16% Beckerman Institutional, LLC 2.74% HERITAGE OAK WEALTH ADVISORS LLC 2.3% Legacy Capital Group California, Inc. 3Y 1.59% Omnitrust Wealth Management, Inc 1.58%

FAQ About KELLY FINANCIAL GROUP LLC and LDUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY FINANCIAL GROUP LLC reported owning LDUR?

KELLY FINANCIAL GROUP LLC reported LDUR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LDUR position in KELLY FINANCIAL GROUP LLC's portfolio?

The largest reported portfolio weight for LDUR was 7.45% in 2025 Q1.

What is the latest reported LDUR position on this page?

The most recent filing on this page is 2026 Q1, when KELLY FINANCIAL GROUP LLC reported 282,777 shares, equal to 6.81% of portfolio, with an estimated market value of $27.1M.

What does the chart on this LDUR ownership page compare?

The chart compares KELLY FINANCIAL GROUP LLC's quarterly LDUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KELLY FINANCIAL GROUP LLC time their LDUR position?

Based on 13F filing dates vs. subsequent LDUR price moves, KELLY FINANCIAL GROUP LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on LDUR relative to SPY over the holding period was -6.1%.

← Back to KELLY FINANCIAL GROUP LLC Holdings