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KELLEHER FINANCIAL ADVISORS: VIG position timeline

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

KELLEHER FINANCIAL ADVISORS held 31,572 VIG 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 31,572 shares
    Change vs previous 13F +16,591 shares

    1.06% of the 13F portfolio, value $7,470,567.

    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 14,981 shares
    Change vs previous 13F +335 shares

    0.82% of the 13F portfolio, value $3,221,741.

    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 14,646 shares
    Change vs previous 13F -87 shares

    0.74% of the 13F portfolio, value $3,218,897.

    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 14,733 shares
    Change vs previous 13F -3,942 shares

    0.79% of the 13F portfolio, value $3,179,235.

    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 18,675 shares
    Change vs previous 13F +1,050 shares

    1.33% of the 13F portfolio, value $3,822,212.

    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 17,625 shares
    Change vs previous 13F -19 shares

    1.36% of the 13F portfolio, value $3,419,074.

    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 17,644 shares
    Change vs previous 13F +101 shares

    1.3% of the 13F portfolio, value $3,455,247.

    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 17,543 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,474,567.

    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).