Whalen Wealth Management Inc.: EMR position timeline

Whalen Wealth Management Inc. held 2,634 EMR 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 2,634 shares

   Change vs previous 13F +2,634 shares

   0.17% of the 13F portfolio, value $408,610.

   13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
   Accepted 2026-10-08 16:15:54 UTC, ingested 2026-10-08 16:16:52 UTC

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,206 shares

   13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

3. period ended2025-06-30

   13F 2,206 shares

   Change vs previous 13F -3,561 shares

   0.18% of the 13F portfolio, value $294,133.

   13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 5,767 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $632,244.

   13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).