Whalen Wealth Management Inc.: JBL position timeline

Whalen Wealth Management Inc. held 0 JBL shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -4,452 shares

   13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-09-30

   13F 4,452 shares

   Change vs previous 13F +1,884 shares

   0.56% of the 13F portfolio, value $966,806.

   13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 2,568 shares

   Change vs previous 13F -160 shares

   0.35% of the 13F portfolio, value $559,981.

   13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 2,728 shares

   Change vs previous 13F +901 shares

   0.25% of the 13F portfolio, value $371,213.

   13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 1,827 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $262,907.

   13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).