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Whalen Wealth Management Inc.: GOOG position timeline

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

Whalen Wealth Management Inc. held 8,671 GOOG 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 8,671 shares
    Change vs previous 13F +1,999 shares

    1.27% of the 13F portfolio, value $2,954,406.

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

  2. period ended2026-06-30
    13F 6,672 shares
    Change vs previous 13F -1,570 shares

    1.06% of the 13F portfolio, value $2,357,489.

    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 8,242 shares
    Change vs previous 13F -180 shares

    1.27% of the 13F portfolio, value $2,364,265.

    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 8,422 shares
    Change vs previous 13F +2,986 shares

    1.42% of the 13F portfolio, value $2,642,756.

    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 5,436 shares
    Change vs previous 13F +239 shares

    0.77% of the 13F portfolio, value $1,324,021.

    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 5,197 shares
    Change vs previous 13F -10,635 shares

    0.58% of the 13F portfolio, value $921,904.

    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 15,832 shares
    Change vs previous 13F +4,291 shares

    1.65% of the 13F portfolio, value $2,473,357.

    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 11,541 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,197,782.

    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).