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KELLEHER FINANCIAL ADVISORS: DFAS position timeline

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

KELLEHER FINANCIAL ADVISORS held 134,526 DFAS 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 134,526 shares
    Change vs previous 13F +85,708 shares

    1.57% of the 13F portfolio, value $11,076,896.

    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 48,818 shares
    Change vs previous 13F -50,774 shares

    0.79% of the 13F portfolio, value $3,111,463.

    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 99,592 shares
    Change vs previous 13F +20,948 shares

    1.59% of the 13F portfolio, value $6,938,596.

    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 78,644 shares
    Change vs previous 13F +29,826 shares

    1.34% of the 13F portfolio, value $5,383,937.

    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 48,818 shares
    Change vs previous 13F +1,160 shares

    1.08% of the 13F portfolio, value $3,110,202.

    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 47,658 shares
    Change vs previous 13F -1,125 shares

    1.13% of the 13F portfolio, value $2,847,550.

    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 48,783 shares
    Change vs previous 13F +498 shares

    1.2% of the 13F portfolio, value $3,174,766.

    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 48,285 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,131,742.

    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).