Skip to content
Disclosery

Whalen Wealth Management Inc.: CP position timeline

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

Whalen Wealth Management Inc. held 3,646 CP 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 3,646 shares
    Change vs previous 13F -244 shares

    0.13% of the 13F portfolio, value $310,275.

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

  2. period ended2026-06-30
    13F 3,890 shares
    Change vs previous 13F -255 shares

    0.15% of the 13F portfolio, value $337,069.

    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 4,145 shares
    Change vs previous 13F -4,090 shares

    0.17% of the 13F portfolio, value $326,046.

    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 8,235 shares
    Change vs previous 13F -8,783 shares

    0.33% of the 13F portfolio, value $606,343.

    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 17,018 shares
    Change vs previous 13F +12,048 shares

    0.74% of the 13F portfolio, value $1,267,671.

    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 4,970 shares
    Change vs previous 13F -6,479 shares

    0.25% of the 13F portfolio, value $393,972.

    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 11,449 shares
    Change vs previous 13F +3,383 shares

    0.54% of the 13F portfolio, value $803,834.

    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 8,066 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $583,736.

    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).