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Disclosery

Whalen Wealth Management Inc.: IBIT position timeline

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

Whalen Wealth Management Inc. held 18,982 IBIT 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 18,982 shares
    Change vs previous 13F +7,094 shares

    0.38% of the 13F portfolio, value $898,612.

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

  2. period ended2026-06-30
    13F 11,888 shares
    Change vs previous 13F -19,921 shares

    0.18% of the 13F portfolio, value $395,755.

    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 31,809 shares
    Change vs previous 13F +23,831 shares

    0.65% of the 13F portfolio, value $1,222,105.

    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 7,978 shares
    Change vs previous 13F -9,335 shares

    0.21% of the 13F portfolio, value $396,112.

    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 17,313 shares
    Change vs previous 13F +4,661 shares

    0.66% of the 13F portfolio, value $1,125,351.

    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 12,652 shares
    Change vs previous 13F -11,259 shares

    0.49% of the 13F portfolio, value $774,434.

    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 23,911 shares
    Change vs previous 13F +18,660 shares

    0.75% of the 13F portfolio, value $1,119,274.

    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 5,251 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $278,566.

    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).