Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,340
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,584
of 1,679 holders
Holding Since
Jun 2026
1 quarter on record
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,339,629 across 5 Healthcare Plans names. CI ranks #4 (0.3% of the industry book) .
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340 | 23 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||