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Disclosery

KELLEHER FINANCIAL ADVISORS: FWMIX position timeline

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

KELLEHER FINANCIAL ADVISORS held 9,947 FWMIX 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 9,947 shares
    Change vs previous 13F +5,178 shares

    0.09% of the 13F portfolio, value $664,981.

    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 4,769 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $299,822.

    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 4,750 shares
    Change vs previous 13F -2,637 shares

    0.07% of the 13F portfolio, value $309,405.

    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 7,387 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $494,365.

    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).