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Kiely Wealth Advisory Group, Inc.: PTLC position timeline

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

Kiely Wealth Advisory Group, Inc. held 2,795 PTLC shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,795 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $154,005.

    13F-HR 0002005660-25-000001 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 2,795 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $153,096.

    13F-HR 0002005660-24-000004 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 2,795 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $135,082.

    13F-HR 0002005660-24-000003 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 2,795 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $130,135.

    13F-HR 0002005660-24-000002 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 2,795 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $124,414.

    13F-HR 0002005660-24-000001 filed by Kiely Wealth Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).