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KELLEHER FINANCIAL ADVISORS: RSP position timeline

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

KELLEHER FINANCIAL ADVISORS held 131,784 RSP 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 131,784 shares
    Change vs previous 13F +110,139 shares

    3.98% of the 13F portfolio, value $28,039,619.

    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 21,645 shares
    Change vs previous 13F -98,798 shares

    1% of the 13F portfolio, value $3,933,833.

    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 120,443 shares
    Change vs previous 13F +54,162 shares

    5.29% of the 13F portfolio, value $23,072,065.

    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 66,281 shares
    Change vs previous 13F +44,636 shares

    3.14% of the 13F portfolio, value $12,573,457.

    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 21,645 shares
    Change vs previous 13F +3,338 shares

    1.37% of the 13F portfolio, value $3,933,833.

    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 18,307 shares
    Change vs previous 13F +14,695 shares

    1.26% of the 13F portfolio, value $3,171,329.

    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 3,612 shares
    Change vs previous 13F +2,345 shares

    0.24% of the 13F portfolio, value $633,013.

    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 1,267 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $227,082.

    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).