Skip to content
Disclosery

Whalen Wealth Management Inc.: APP position timeline

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

Whalen Wealth Management Inc. held 1,695 APP 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 1,695 shares
    Change vs previous 13F +553 shares

    0.21% of the 13F portfolio, value $492,325.

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

  2. period ended2026-06-30
    13F 1,142 shares
    Change vs previous 13F -907 shares

    0.26% of the 13F portfolio, value $588,625.

    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 2,049 shares
    Change vs previous 13F +1,373 shares

    0.44% of the 13F portfolio, value $815,530.

    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 676 shares
    Change vs previous 13F -198 shares

    0.24% of the 13F portfolio, value $455,498.

    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 874 shares
    Change vs previous 13F -182 shares

    0.37% of the 13F portfolio, value $628,179.

    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 1,056 shares
    Change vs previous 13F -840 shares

    0.23% of the 13F portfolio, value $369,669.

    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).

  7. period ended2025-03-31
    13F 1,896 shares
    Change vs previous 13F +1,012 shares

    0.34% of the 13F portfolio, value $502,317.

    13F-HR 0001667731-25-000480 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).

  8. period ended2024-12-31
    13F 884 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $286,348.

    13F-HR 0001667731-25-000051 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).