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KELLEHER FINANCIAL ADVISORS: VB position timeline

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

KELLEHER FINANCIAL ADVISORS held 20,349 VB 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 20,349 shares
    Change vs previous 13F +9,495 shares

    0.88% of the 13F portfolio, value $6,168,189.

    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 10,854 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,842,880.

    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 10,854 shares
    Change vs previous 13F +547 shares

    0.64% of the 13F portfolio, value $2,799,789.

    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 10,307 shares
    Change vs previous 13F -1,584 shares

    0.65% of the 13F portfolio, value $2,620,864.

    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 11,891 shares
    Change vs previous 13F +61 shares

    0.98% of the 13F portfolio, value $2,817,929.

    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 11,830 shares
    Change vs previous 13F +70 shares

    1.05% of the 13F portfolio, value $2,623,304.

    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 11,760 shares
    Change vs previous 13F +1,246 shares

    1.07% of the 13F portfolio, value $2,825,693.

    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 10,514 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,494,026.

    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).