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KELLEHER FINANCIAL ADVISORS: IVV position timeline

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

KELLEHER FINANCIAL ADVISORS held 61,433 IVV 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 61,433 shares
    Change vs previous 13F -13,886 shares

    6.53% of the 13F portfolio, value $46,006,457.

    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 75,319 shares
    Change vs previous 13F +15,067 shares

    11.86% of the 13F portfolio, value $46,874,910.

    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 60,252 shares
    Change vs previous 13F -9,742 shares

    9.47% of the 13F portfolio, value $41,269,135.

    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 69,994 shares
    Change vs previous 13F -5,280 shares

    11.7% of the 13F portfolio, value $46,846,675.

    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 75,274 shares
    Change vs previous 13F +1,977 shares

    16.22% of the 13F portfolio, value $46,737,568.

    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 73,297 shares
    Change vs previous 13F -6,739 shares

    16.41% of the 13F portfolio, value $41,185,584.

    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 80,036 shares
    Change vs previous 13F -447 shares

    17.78% of the 13F portfolio, value $47,115,600.

    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 80,483 shares
    Change vs previous 13F not available

    17.69% of the 13F portfolio, value $46,424,078.

    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).