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Disclosery

KELLEHER FINANCIAL ADVISORS: TD position timeline

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

KELLEHER FINANCIAL ADVISORS held 3,398 TD 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 3,398 shares
    Change vs previous 13F +513 shares

    0.06% of the 13F portfolio, value $412,599.

    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 2,885 shares
    Change vs previous 13F -103 shares

    0.05% of the 13F portfolio, value $211,897.

    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 2,988 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $281,428.

    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 2,982 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $238,383.

    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 2,885 shares
    Change vs previous 13F +2,885 shares

    0.07% of the 13F portfolio, value $211,897.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,363 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 3,363 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $212,774.

    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).