KILEY JUERGENS WEALTH MANAGEMENT, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KILEY JUERGENS WEALTH MANAGEMENT, LLC on COST, newest first. How the timeline and the estimate are built.
KILEY JUERGENS WEALTH MANAGEMENT, LLC held 33,346 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 33,346 sharesChange vs previous 13F -203 shares
4.88% of the 13F portfolio, value $31,193,793.
13F-HR 0001986152-26-000113 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,549 sharesChange vs previous 13F -97 shares
5.9% of the 13F portfolio, value $33,429,562.
13F-HR 0001986152-26-000050 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,646 sharesChange vs previous 13F +288 shares
6.27% of the 13F portfolio, value $29,014,405.
13F-HR 0001172661-26-000307 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,358 sharesChange vs previous 13F -278 shares
6.8% of the 13F portfolio, value $30,876,831.
13F-HR 0001172661-25-004370 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,636 sharesChange vs previous 13F -57 shares
7.69% of the 13F portfolio, value $33,297,345.
13F-HR 0001172661-25-002634 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,693 sharesChange vs previous 13F +486 shares
8.48% of the 13F portfolio, value $31,866,576.
13F-HR 0001172661-25-001517 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,207 sharesChange vs previous 13F +20 shares
7.62% of the 13F portfolio, value $30,426,719.
13F-HR 0001172661-25-000237 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,187 sharesChange vs previous 13F not available
7.64% of the 13F portfolio, value $29,420,665.
13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).