Kiely Wealth Advisory Group, Inc.: VOE position timeline

Kiely Wealth Advisory Group, Inc. held 3,613 VOE 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 3,613 shares

   Change vs previous 13F -232 shares

   0.38% of the 13F portfolio, value $596,721.

   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 3,845 shares

   Change vs previous 13F -5,201 shares

   0.42% of the 13F portfolio, value $660,567.

   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 9,046 shares

   Change vs previous 13F +953 shares

   0.77% of the 13F portfolio, value $1,400,563.

   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 8,093 shares

   Change vs previous 13F +737 shares

   0.7% of the 13F portfolio, value $1,223,108.

   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 7,356 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $1,059,763.

   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).