Skip to content
Disclosery

KELLEHER FINANCIAL ADVISORS: TRAIX position timeline

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

KELLEHER FINANCIAL ADVISORS held 289,435 TRAIX 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 289,435 shares
    Change vs previous 13F +136,245 shares

    1.56% of the 13F portfolio, value $10,963,780.

    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 153,190 shares
    Change vs previous 13F -10,242 shares

    1.34% of the 13F portfolio, value $5,300,357.

    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 163,432 shares
    Change vs previous 13F +14,123 shares

    1.34% of the 13F portfolio, value $5,839,412.

    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 149,309 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $5,721,523.

    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).