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KELLEHER FINANCIAL ADVISORS: VDIGX position timeline

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

KELLEHER FINANCIAL ADVISORS held 168,994 VDIGX 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 168,994 shares
    Change vs previous 13F +62,878 shares

    0.76% of the 13F portfolio, value $5,321,612.

    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 106,116 shares
    Change vs previous 13F -11,882 shares

    0.78% of the 13F portfolio, value $3,078,428.

    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 117,998 shares
    Change vs previous 13F +21,166 shares

    0.89% of the 13F portfolio, value $3,876,216.

    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 96,832 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,567,295.

    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).