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KELLEHER FINANCIAL ADVISORS: VUG position timeline

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

KELLEHER FINANCIAL ADVISORS held 103,200 VUG 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 103,200 shares
    Change vs previous 13F +94,840 shares

    1.26% of the 13F portfolio, value $8,889,648.

    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 8,360 shares
    Change vs previous 13F -315 shares

    0.92% of the 13F portfolio, value $3,651,564.

    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 8,675 shares
    Change vs previous 13F +373 shares

    0.97% of the 13F portfolio, value $4,232,185.

    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 8,302 shares
    Change vs previous 13F -3,635 shares

    0.99% of the 13F portfolio, value $3,981,722.

    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 11,937 shares
    Change vs previous 13F +178 shares

    1.82% of the 13F portfolio, value $5,233,181.

    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 11,759 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $4,360,474.

    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 11,759 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $4,826,364.

    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 11,759 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $4,514,632.

    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).