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Disclosery

Whalen Wealth Management Inc.: GS position timeline

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

Whalen Wealth Management Inc. held 817 GS 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 817 shares
    Change vs previous 13F -3 shares

    0.31% of the 13F portfolio, value $735,594.

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

  2. period ended2026-06-30
    13F 820 shares
    Change vs previous 13F -225 shares

    0.37% of the 13F portfolio, value $829,165.

    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 1,045 shares
    Change vs previous 13F +93 shares

    0.47% of the 13F portfolio, value $884,107.

    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 952 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $836,453.

    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).