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KELLEHER FINANCIAL ADVISORS: SPY position timeline

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

KELLEHER FINANCIAL ADVISORS held 10,807 SPY 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 10,807 shares
    Change vs previous 13F +6,509 shares

    1.15% of the 13F portfolio, value $8,072,895.

    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 4,298 shares
    Change vs previous 13F +18 shares

    0.71% of the 13F portfolio, value $2,789,118.

    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 4,280 shares
    Change vs previous 13F +1 shares

    0.67% of the 13F portfolio, value $2,918,617.

    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 4,279 shares
    Change vs previous 13F -445 shares

    0.71% of the 13F portfolio, value $2,850,584.

    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 4,724 shares
    Change vs previous 13F +75 shares

    1.01% of the 13F portfolio, value $2,918,724.

    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 4,649 shares
    Change vs previous 13F -1,604 shares

    1.04% of the 13F portfolio, value $2,600,607.

    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 6,253 shares
    Change vs previous 13F -100 shares

    1.38% of the 13F portfolio, value $3,664,758.

    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 6,353 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,645,097.

    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).