Kiely Wealth Advisory Group, Inc.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiely Wealth Advisory Group, Inc. on BRK-B, newest first. How the timeline and the estimate are built.
Kiely Wealth Advisory Group, Inc. held 1,966 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 1,966 sharesChange vs previous 13F 0 shares
0.59% of the 13F portfolio, value $924,354.
13F-HR 0002005660-25-000001 filed by Kiely Wealth Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,966 sharesChange vs previous 13F -50 shares
0.58% of the 13F portfolio, value $919,783.
13F-HR 0002005660-24-000004 filed by Kiely Wealth Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,016 sharesChange vs previous 13F +12 shares
0.48% of the 13F portfolio, value $867,203.
13F-HR 0002005660-24-000003 filed by Kiely Wealth Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,004 sharesChange vs previous 13F 0 shares
0.46% of the 13F portfolio, value $808,995.
13F-HR 0002005660-24-000002 filed by Kiely Wealth Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,004 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $769,856.
13F-HR 0002005660-24-000001 filed by Kiely Wealth Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).