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Disclosery

Whalen Wealth Management Inc.: IBDU position timeline

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

Whalen Wealth Management Inc. held 161,891 IBDU 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 161,891 shares
    Change vs previous 13F +4,850 shares

    1.57% of the 13F portfolio, value $3,673,298.

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

  2. period ended2026-06-30
    13F 157,041 shares
    Change vs previous 13F +410 shares

    1.64% of the 13F portfolio, value $3,637,079.

    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 156,631 shares
    Change vs previous 13F -367 shares

    1.95% of the 13F portfolio, value $3,643,227.

    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 156,998 shares
    Change vs previous 13F -96,181 shares

    1.97% of the 13F portfolio, value $3,674,546.

    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 253,179 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $5,942,103.

    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).