KELLEHER FINANCIAL ADVISORS historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 27 quarters from 2013-06-30 to 2026-06-30, KELLEHER FINANCIAL ADVISORS opened 4 positions, added to 2, reduced 4 and sold out of 3.
- Q1 2026: Stock SMAN CAP TR I TR PFD SECS 10 25; Country of operation —; Class Preferred Stock; Shares before 0.
- Q3 2025: Stock ROLLS-ROYCE HOLDINGS PLC NON CUM RED PREF SHS -C- ISIN#GB00B669WX96; Country of operation —; Class Preferred Stock; Shares before 0.
- Q3 2025: Stock NAMYANG DIARY PRODUCTS CO LTD PFD SHS NON VOTING ISIN#KR7003921004; Country of operation —; Class Preferred Stock; Shares before 0.
- Q1 2015: Stock MAIN STR CAP CORP SR NTS CPN 6; Country of operation —; Class PFD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1507971), 27 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-25); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-25); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-25); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-17); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2022-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30).
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