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KELLEHER FINANCIAL ADVISORS: AFMFX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLEHER FINANCIAL ADVISORS on AFMFX, newest first. How the timeline and the estimate are built.

KELLEHER FINANCIAL ADVISORS held 4,468 AFMFX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,468 shares
    Change vs previous 13F +2,243 shares

    0.04% of the 13F portfolio, value $287,103.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 2,225 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $130,005.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 2,215 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $131,654.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 2,078 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $129,399.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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