Position in WDH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$135
-$93 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 39 holders
Holding Since
Sep 2025
3 quarters on record
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $44,030,519 across 4 Insurance - Diversified names. WDH ranks #4 (0.0% of the industry book) .
All Filings in WDH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135 | 120 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $228 | 120 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $226 | 120 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||