Skip to content
Disclosery

KELLEHER FINANCIAL ADVISORS: QQQ position timeline

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

KELLEHER FINANCIAL ADVISORS held 4,716 QQQ 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 4,716 shares
    Change vs previous 13F -796 shares

    0.49% of the 13F portfolio, value $3,473,452.

    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 5,512 shares
    Change vs previous 13F -1,697 shares

    0.79% of the 13F portfolio, value $3,132,924.

    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 7,209 shares
    Change vs previous 13F +714 shares

    1.02% of the 13F portfolio, value $4,428,533.

    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 6,495 shares
    Change vs previous 13F -8 shares

    0.97% of the 13F portfolio, value $3,899,607.

    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 6,503 shares
    Change vs previous 13F +507 shares

    1.24% of the 13F portfolio, value $3,587,502.

    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 5,996 shares
    Change vs previous 13F +590 shares

    1.12% of the 13F portfolio, value $2,811,803.

    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 5,406 shares
    Change vs previous 13F -49 shares

    1.04% of the 13F portfolio, value $2,763,883.

    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 5,455 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,662,588.

    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).