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KELLEHER FINANCIAL ADVISORS: CFIHX position timeline

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

KELLEHER FINANCIAL ADVISORS held 63,774 CFIHX 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 63,774 shares
    Change vs previous 13F +30,814 shares

    0.74% of the 13F portfolio, value $5,223,765.

    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 32,960 shares
    Change vs previous 13F +227 shares

    0.65% of the 13F portfolio, value $2,558,986.

    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 32,733 shares
    Change vs previous 13F -1,767 shares

    0.58% of the 13F portfolio, value $2,515,823.

    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 34,500 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,725,882.

    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).