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KELLEHER FINANCIAL ADVISORS: AMEFX position timeline

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

KELLEHER FINANCIAL ADVISORS held 317,788 AMEFX 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 317,788 shares
    Change vs previous 13F +152,790 shares

    1.23% of the 13F portfolio, value $8,669,262.

    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 164,998 shares
    Change vs previous 13F +857 shares

    1.11% of the 13F portfolio, value $4,395,545.

    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 164,141 shares
    Change vs previous 13F +13,774 shares

    0.98% of the 13F portfolio, value $4,279,152.

    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 150,367 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,124,560.

    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).