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KELLEHER FINANCIAL ADVISORS: AMBFX position timeline

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

KELLEHER FINANCIAL ADVISORS held 299,647 AMBFX 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 299,647 shares
    Change vs previous 13F +115,117 shares

    1.74% of the 13F portfolio, value $12,285,521.

    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 184,530 shares
    Change vs previous 13F -253 shares

    1.72% of the 13F portfolio, value $6,812,830.

    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 184,783 shares
    Change vs previous 13F +7,800 shares

    1.59% of the 13F portfolio, value $6,920,129.

    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 176,983 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $6,827,998.

    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).