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Kiely Wealth Advisory Group, Inc.: USFR position timeline

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

Kiely Wealth Advisory Group, Inc. held 872,130 USFR 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 872,130 shares
    Change vs previous 13F -87,169 shares

    28.28% of the 13F portfolio, value $43,964,075.

    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 959,299 shares
    Change vs previous 13F -701,541 shares

    30.6% of the 13F portfolio, value $48,295,906.

    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 1,660,840 shares
    Change vs previous 13F +31,498 shares

    46.07% of the 13F portfolio, value $83,606,673.

    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 1,629,342 shares
    Change vs previous 13F -1,631 shares

    46.68% of the 13F portfolio, value $81,996,631.

    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 1,630,973 shares
    Change vs previous 13F not available

    47.37% of the 13F portfolio, value $81,910,413.

    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).