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KELLEHER FINANCIAL ADVISORS: SCHA position timeline

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

KELLEHER FINANCIAL ADVISORS held 7,044 SCHA 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 7,044 shares
    Change vs previous 13F -4,506 shares

    0.04% of the 13F portfolio, value $254,500.

    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 11,550 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $335,874.

    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 11,550 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $328,944.

    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 11,550 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $322,245.

    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 11,550 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $292,215.

    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 11,550 shares
    Change vs previous 13F -12,298 shares

    0.11% of the 13F portfolio, value $270,617.

    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 23,848 shares
    Change vs previous 13F +11,924 shares

    0.23% of the 13F portfolio, value $616,710.

    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 11,924 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $614,086.

    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).