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Disclosery

Whalen Wealth Management Inc.: EVR position timeline

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

Whalen Wealth Management Inc. held 904 EVR 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 904 shares
    Change vs previous 13F -583 shares

    0.1% of the 13F portfolio, value $232,780.

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

  2. period ended2026-06-30
    13F 1,487 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $507,721.

    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 1,587 shares
    Change vs previous 13F +781 shares

    0.25% of the 13F portfolio, value $473,735.

    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 806 shares
    Change vs previous 13F -3,187 shares

    0.15% of the 13F portfolio, value $274,242.

    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 3,993 shares
    Change vs previous 13F +3,042 shares

    0.79% of the 13F portfolio, value $1,346,919.

    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 951 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $256,789.

    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).