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Whalen Wealth Management Inc.: IBTL position timeline

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

Whalen Wealth Management Inc. held 214,831 IBTL 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 214,831 shares
    Change vs previous 13F +12,971 shares

    1.79% of the 13F portfolio, value $4,182,758.

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

  2. period ended2026-06-30
    13F 201,860 shares
    Change vs previous 13F +1,304 shares

    1.83% of the 13F portfolio, value $4,075,555.

    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 200,556 shares
    Change vs previous 13F +3,465 shares

    2.19% of the 13F portfolio, value $4,091,122.

    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 197,091 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $4,045,294.

    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).