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KELLEHER FINANCIAL ADVISORS: VBIRX position timeline

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

KELLEHER FINANCIAL ADVISORS held 6,972 VBIRX 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 6,972 shares
    Change vs previous 13F +3,521 shares

    0.01% of the 13F portfolio, value $71,045.

    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 3,451 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $35,371.

    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 3,417 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $35,334.

    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 2,902 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,953.

    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).