KILEY JUERGENS WEALTH MANAGEMENT, LLC: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KILEY JUERGENS WEALTH MANAGEMENT, LLC on TLT, newest first. How the timeline and the estimate are built.
KILEY JUERGENS WEALTH MANAGEMENT, LLC held 36,763 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 36,763 sharesChange vs previous 13F +70 shares
0.5% of the 13F portfolio, value $3,177,019.
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 36,693 sharesChange vs previous 13F +919 shares
0.56% of the 13F portfolio, value $3,180,952.
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 35,774 sharesChange vs previous 13F -1,233 shares
0.67% of the 13F portfolio, value $3,118,020.
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 37,007 sharesChange vs previous 13F +347 shares
0.73% of the 13F portfolio, value $3,307,323.
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 36,660 sharesChange vs previous 13F -3,425 shares
0.75% of the 13F portfolio, value $3,235,212.
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 40,085 sharesChange vs previous 13F -2,133 shares
0.97% of the 13F portfolio, value $3,648,951.
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 42,218 sharesChange vs previous 13F +6,426 shares
0.92% of the 13F portfolio, value $3,686,926.
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 35,792 sharesChange vs previous 13F not available
0.91% of the 13F portfolio, value $3,511,239.
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).