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Whalen Wealth Management Inc.: ET position timeline

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

Whalen Wealth Management Inc. held 30,314 ET 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 30,314 shares
    Change vs previous 13F +2,600 shares

    0.26% of the 13F portfolio, value $599,311.

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

  2. period ended2026-06-30
    13F 27,714 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $529,895.

    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 ยง4.2).