KELLEHER FINANCIAL ADVISORS BAYRY BAYER AG ADR

Ownership history in KELLEHER FINANCIAL ADVISORS  ·  13 quarters on record

AI Ownership Summary

KELLEHER FINANCIAL ADVISORS reported BAYER AG ADR (BAYRY) in 13 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows BAYRY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAYRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLEHER FINANCIAL ADVISORS's position in BAYER AG ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAYRY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KELLEHER FINANCIAL ADVISORS held BAYRY — position size vs. price
% of Fund (quarterly)    BAYRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 800 0% 0.00% $9K 2026-05-08 $10.86
2025 Q4 UNCHANGED 800 0% 0.00% $9K 2026-01-20 $12.47
2025 Q3 REDUCED 96.4% +29.0% 800 -21,189 -96.4% 0.00% $7K 2025-11-14 $8.17
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KELLEHER FINANCIAL ADVISORS and BAYRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLEHER FINANCIAL ADVISORS reported owning BAYRY?

KELLEHER FINANCIAL ADVISORS reported BAYRY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BAYRY position in KELLEHER FINANCIAL ADVISORS's portfolio?

The largest reported portfolio weight for BAYRY was 0.00% in 2026 Q1.

What is the latest reported BAYRY position on this page?

The most recent filing on this page is 2026 Q1, when KELLEHER FINANCIAL ADVISORS reported 800 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this BAYRY ownership page compare?

The chart compares KELLEHER FINANCIAL ADVISORS's quarterly BAYRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KELLEHER FINANCIAL ADVISORS time their BAYRY position?

Based on 13F filing dates vs. subsequent BAYRY price moves, KELLEHER FINANCIAL ADVISORS correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on BAYRY relative to SPY over the holding period was -10.1%.

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