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Disclosery

Whalen Wealth Management Inc.: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on ADI, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 2,059 ADI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,059 shares
    Change vs previous 13F -4 shares

    0.35% of the 13F portfolio, value $816,826.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,063 shares
    Change vs previous 13F -181 shares

    0.37% of the 13F portfolio, value $819,362.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,244 shares
    Change vs previous 13F -61 shares

    0.38% of the 13F portfolio, value $713,906.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,305 shares
    Change vs previous 13F -2,280 shares

    0.34% of the 13F portfolio, value $625,116.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,585 shares
    Change vs previous 13F +3,542 shares

    0.66% of the 13F portfolio, value $1,126,535.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,043 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $248,255.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).