Kiely Wealth Advisory Group, Inc.: VBR position timeline

Kiely Wealth Advisory Group, Inc. held 2,746 VBR 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 2,746 shares

   Change vs previous 13F +6 shares

   0.36% of the 13F portfolio, value $558,226.

   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).

2. period ended2024-09-30

   13F 2,740 shares

   Change vs previous 13F +118 shares

   0.37% of the 13F portfolio, value $580,075.

   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).

3. period ended2024-06-30

   13F 2,622 shares

   Change vs previous 13F +380 shares

   0.27% of the 13F portfolio, value $488,688.

   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).

4. period ended2024-03-31

   13F 2,242 shares

   Change vs previous 13F +591 shares

   0.23% of the 13F portfolio, value $411,451.

   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).

5. period ended2023-12-31

   13F 1,651 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $295,133.

   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).