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KELLEHER FINANCIAL ADVISORS: VTI position timeline

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

KELLEHER FINANCIAL ADVISORS held 6,101 VTI 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 6,101 shares
    Change vs previous 13F +3,128 shares

    0.32% of the 13F portfolio, value $2,257,614.

    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 2,973 shares
    Change vs previous 13F -801 shares

    0.24% of the 13F portfolio, value $953,768.

    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 3,774 shares
    Change vs previous 13F +1,010 shares

    0.29% of the 13F portfolio, value $1,265,309.

    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 2,764 shares
    Change vs previous 13F -45 shares

    0.23% of the 13F portfolio, value $907,062.

    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 2,809 shares
    Change vs previous 13F -1,117 shares

    0.3% of the 13F portfolio, value $853,739.

    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 3,926 shares
    Change vs previous 13F -208 shares

    0.43% of the 13F portfolio, value $1,079,023.

    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 4,134 shares
    Change vs previous 13F -210 shares

    0.45% of the 13F portfolio, value $1,198,075.

    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 4,344 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,230,047.

    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).