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KILEY JUERGENS WEALTH MANAGEMENT, LLC: WY position timeline

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

KILEY JUERGENS WEALTH MANAGEMENT, LLC held 17,041 WY 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 17,041 shares
    Change vs previous 13F -3,596 shares

    0.06% of the 13F portfolio, value $407,958.

    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 20,637 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $504,159.

    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 20,624 shares
    Change vs previous 13F +487 shares

    0.11% of the 13F portfolio, value $488,594.

    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 20,137 shares
    Change vs previous 13F -230 shares

    0.11% of the 13F portfolio, value $499,192.

    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 20,367 shares
    Change vs previous 13F -4,930 shares

    0.12% of the 13F portfolio, value $523,221.

    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 25,297 shares
    Change vs previous 13F +2,423 shares

    0.2% of the 13F portfolio, value $740,685.

    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 22,874 shares
    Change vs previous 13F +332 shares

    0.16% of the 13F portfolio, value $643,902.

    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 22,542 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $763,255.

    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).