Kelleher Financial Advisors’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$0 Hold
67
﹤0.01% 715
2025
Q4
$0 Hold
67
﹤0.01% 744
2025
Q3
$0 Buy
+67
New ﹤0.01% 661

Kelleher Financial Advisors's WLT Position: Q1 2026 in Review

Kelleher Financial Advisors held its WALTER ENERGY INC COM STK (DE) (WLT) position steady in Q1 2026 at 67 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Kelleher Financial Advisors first reported a position in WLT in Q3 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds WLT as of Q1 2026.

  • Kelleher Financial Advisors held 67 shares of WALTER ENERGY INC COM STK (DE) worth $0 as of Q1 2026.
  • Kelleher Financial Advisors left its WALTER ENERGY INC COM STK (DE) share count unchanged in Q1 2026.
  • WALTER ENERGY INC COM STK (DE) made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #715 holding.
  • Kelleher Financial Advisors first reported a position in WALTER ENERGY INC COM STK (DE) in Q3 2025 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.