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KELLEHER FINANCIAL ADVISORS: VTV position timeline

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

KELLEHER FINANCIAL ADVISORS held 52,254 VTV 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 52,254 shares
    Change vs previous 13F +25,184 shares

    1.62% of the 13F portfolio, value $11,387,715.

    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 27,070 shares
    Change vs previous 13F +25 shares

    1.34% of the 13F portfolio, value $5,311,134.

    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 27,045 shares
    Change vs previous 13F +478 shares

    1.18% of the 13F portfolio, value $5,165,325.

    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 26,567 shares
    Change vs previous 13F -5,895 shares

    1.24% of the 13F portfolio, value $4,954,480.

    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 32,462 shares
    Change vs previous 13F +4,019 shares

    1.99% of the 13F portfolio, value $5,737,334.

    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 28,443 shares
    Change vs previous 13F -1,199 shares

    1.96% of the 13F portfolio, value $4,913,245.

    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 29,642 shares
    Change vs previous 13F -35 shares

    1.89% of the 13F portfolio, value $5,018,391.

    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 29,677 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,180,714.

    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).