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KILEY JUERGENS WEALTH MANAGEMENT, LLC: HFWA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KILEY JUERGENS WEALTH MANAGEMENT, LLC on HFWA, newest first. How the timeline and the estimate are built.

KILEY JUERGENS WEALTH MANAGEMENT, LLC held 175,064 HFWA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,064 shares
    Change vs previous 13F +13 shares

    0.81% of the 13F portfolio, value $5,185,400.

    13F-HR 0001986152-26-000113 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 175,051 shares
    Change vs previous 13F -2,396 shares

    0.8% of the 13F portfolio, value $4,551,338.

    13F-HR 0001986152-26-000050 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 177,447 shares
    Change vs previous 13F +30 shares

    0.91% of the 13F portfolio, value $4,196,624.

    13F-HR 0001172661-26-000307 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,417 shares
    Change vs previous 13F -55,440 shares

    0.94% of the 13F portfolio, value $4,291,710.

    13F-HR 0001172661-25-004370 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 232,857 shares
    Change vs previous 13F -1,208 shares

    1.28% of the 13F portfolio, value $5,551,320.

    13F-HR 0001172661-25-002634 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 234,065 shares
    Change vs previous 13F -1,962 shares

    1.51% of the 13F portfolio, value $5,694,808.

    13F-HR 0001172661-25-001517 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 236,027 shares
    Change vs previous 13F -8,385 shares

    1.45% of the 13F portfolio, value $5,782,672.

    13F-HR 0001172661-25-000237 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 244,412 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $5,320,839.

    13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).