Kiely Wealth Advisory Group, Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiely Wealth Advisory Group, Inc. on IBM, newest first. How the timeline and the estimate are built.

Kiely Wealth Advisory Group, Inc. held 753 IBM shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

period ended2024-12-31
13F 753 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $187,700.
13F-HR 0002005660-25-000001 filed by Kiely Wealth Advisory Group, Inc.
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 753 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $158,917.
13F-HR 0002005660-24-000004 filed by Kiely Wealth Advisory Group, Inc.
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 753 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $144,486.
13F-HR 0002005660-24-000003 filed by Kiely Wealth Advisory Group, Inc.
Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 753 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $126,031.
13F-HR 0002005660-24-000002 filed by Kiely Wealth Advisory Group, Inc.
Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 753 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $141,752.
13F-HR 0002005660-24-000001 filed by Kiely Wealth Advisory Group, Inc.
Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).