Kiely Wealth Advisory Group, Inc.: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiely Wealth Advisory Group, Inc. on TFLO, newest first. How the timeline and the estimate are built.
Kiely Wealth Advisory Group, Inc. held 198,104 TFLO shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 198,104 sharesChange vs previous 13F -22,616 shares
6.44% of the 13F portfolio, value $10,016,143.
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 220,720 sharesChange vs previous 13F -208,678 shares
7.06% of the 13F portfolio, value $11,146,343.
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 429,398 sharesChange vs previous 13F -3,798 shares
11.94% of the 13F portfolio, value $21,675,999.
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 433,196 sharesChange vs previous 13F -3,196 shares
12.49% of the 13F portfolio, value $21,947,880.
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 436,392 sharesChange vs previous 13F not available
12.79% of the 13F portfolio, value $22,111,969.
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).