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KELLEHER FINANCIAL ADVISORS: BRK-A position timeline

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

KELLEHER FINANCIAL ADVISORS held 40 BRK-A 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 40 shares
    Change vs previous 13F -8 shares

    4.25% of the 13F portfolio, value $29,954,000.

    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 48 shares
    Change vs previous 13F 0 shares

    8.72% of the 13F portfolio, value $34,470,720.

    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 48 shares
    Change vs previous 13F -9 shares

    8.31% of the 13F portfolio, value $36,230,400.

    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 57 shares
    Change vs previous 13F 0 shares

    10.74% of the 13F portfolio, value $42,989,400.

    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).

  5. period ended2025-06-30
    13F 57 shares
    Change vs previous 13F +14 shares

    14.42% of the 13F portfolio, value $41,541,600.

    13F-HR 0001172661-25-002961 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).

  6. period ended2025-03-31
    13F 43 shares
    Change vs previous 13F -15 shares

    13.68% of the 13F portfolio, value $34,332,988.

    13F-HR 0001172661-25-001804 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).

  7. period ended2024-12-31
    13F 58 shares
    Change vs previous 13F 0 shares

    14.91% of the 13F portfolio, value $39,493,360.

    13F-HR 0001172661-25-000245 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).

  8. period ended2024-09-30
    13F 58 shares
    Change vs previous 13F not available

    15.28% of the 13F portfolio, value $40,088,440.

    13F-HR 0001172661-24-004524 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).