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Disclosery

Whalen Wealth Management Inc.: IJJ position timeline

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

Whalen Wealth Management Inc. held 0 IJJ shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,012 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 3,012 shares
    Change vs previous 13F -53,562 shares

    0.23% of the 13F portfolio, value $372,223.

    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).

  3. period ended2025-03-31
    13F 56,574 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $6,773,605.

    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).