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Disclosery

Whalen Wealth Management Inc.: CTA position timeline

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

Whalen Wealth Management Inc. held 39,743 CTA 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 39,743 shares
    Change vs previous 13F +39,743 shares

    0.49% of the 13F portfolio, value $1,146,188.

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -310,696 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 310,696 shares
    Change vs previous 13F +186,956 shares

    6.13% of the 13F portfolio, value $9,196,602.

    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).

  4. period ended2024-12-31
    13F 123,740 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,451,109.

    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).