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Disclosery

Whalen Wealth Management Inc.: FLEX position timeline

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

Whalen Wealth Management Inc. held 8,172 FLEX 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 8,172 shares
    Change vs previous 13F -701 shares

    0.38% of the 13F portfolio, value $898,886.

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

  2. period ended2026-06-30
    13F 8,873 shares
    Change vs previous 13F -3,841 shares

    0.65% of the 13F portfolio, value $1,438,011.

    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 12,714 shares
    Change vs previous 13F +4,465 shares

    0.45% of the 13F portfolio, value $832,260.

    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 8,249 shares
    Change vs previous 13F -746 shares

    0.27% of the 13F portfolio, value $498,411.

    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 8,995 shares
    Change vs previous 13F -1,356 shares

    0.3% of the 13F portfolio, value $521,424.

    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 10,351 shares
    Change vs previous 13F -570 shares

    0.32% of the 13F portfolio, value $516,732.

    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).

  7. period ended2025-03-31
    13F 10,921 shares
    Change vs previous 13F +4,251 shares

    0.24% of the 13F portfolio, value $361,269.

    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).

  8. period ended2024-12-31
    13F 6,670 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $256,079.

    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).