Skip to content
Disclosery

KELLEHER FINANCIAL ADVISORS: DFCEX position timeline

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

KELLEHER FINANCIAL ADVISORS held 35,189 DFCEX 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 35,189 shares
    Change vs previous 13F +17,110 shares

    0.18% of the 13F portfolio, value $1,233,738.

    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 18,079 shares
    Change vs previous 13F +32 shares

    0.14% of the 13F portfolio, value $540,574.

    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 18,047 shares
    Change vs previous 13F +129 shares

    0.12% of the 13F portfolio, value $524,802.

    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 17,918 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $507,631.

    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).