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Disclosery

Whalen Wealth Management Inc.: COST position timeline

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

Whalen Wealth Management Inc. held 1,897 COST 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 1,897 shares
    Change vs previous 13F +68 shares

    0.74% of the 13F portfolio, value $1,726,869.

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

  2. period ended2026-06-30
    13F 1,829 shares
    Change vs previous 13F -239 shares

    0.77% of the 13F portfolio, value $1,710,534.

    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 2,068 shares
    Change vs previous 13F +256 shares

    1.1% of the 13F portfolio, value $2,060,771.

    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 1,812 shares
    Change vs previous 13F +748 shares

    0.84% of the 13F portfolio, value $1,562,498.

    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 1,064 shares
    Change vs previous 13F +246 shares

    0.58% of the 13F portfolio, value $984,893.

    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 818 shares
    Change vs previous 13F +22 shares

    0.51% of the 13F portfolio, value $810,025.

    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 796 shares
    Change vs previous 13F -10 shares

    0.5% of the 13F portfolio, value $752,841.

    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 806 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $738,514.

    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).