Kiely Wealth Advisory Group, Inc.: ITOT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiely Wealth Advisory Group, Inc. on ITOT, newest first. How the timeline and the estimate are built.
Kiely Wealth Advisory Group, Inc. held 1,495 ITOT shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 1,495 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $198,910.
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 1,495 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $197,071.
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 1,495 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $173,226.
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 1,495 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $167,732.
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 1,495 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $161,011.
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).