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Disclosery

Whalen Wealth Management Inc.: AIT position timeline

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

Whalen Wealth Management Inc. held 744 AIT 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 744 shares
    Change vs previous 13F +111 shares

    0.11% of the 13F portfolio, value $247,224.

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

  2. period ended2026-06-30
    13F 633 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $214,049.

    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 ยง4.2).