Skip to content
Disclosery

Whalen Wealth Management Inc.: DFUV position timeline

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

Whalen Wealth Management Inc. held 0 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,036 shares

    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).

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

  2. period ended2026-03-31
    13F 7,036 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $340,977.

    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).

  3. period ended2025-12-31
    13F 7,011 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $326,635.

    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).

  4. period ended2025-09-30
    13F 6,986 shares
    Change vs previous 13F +31 shares

    0.18% of the 13F portfolio, value $312,217.

    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).

  5. period ended2025-06-30
    13F 6,955 shares
    Change vs previous 13F +32 shares

    0.18% of the 13F portfolio, value $294,075.

    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).

  6. period ended2025-03-31
    13F 6,923 shares
    Change vs previous 13F +28 shares

    0.19% of the 13F portfolio, value $285,298.

    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).

  7. period ended2024-12-31
    13F 6,895 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $282,160.

    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).