Skip to content
Disclosery

Whalen Wealth Management Inc.: LIN position timeline

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

Whalen Wealth Management Inc. held 2,002 LIN 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 2,002 shares
    Change vs previous 13F +141 shares

    0.41% of the 13F portfolio, value $950,249.

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

  2. period ended2026-06-30
    13F 1,861 shares
    Change vs previous 13F +91 shares

    0.43% of the 13F portfolio, value $965,747.

    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 1,770 shares
    Change vs previous 13F -1,705 shares

    0.47% of the 13F portfolio, value $877,495.

    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 3,475 shares
    Change vs previous 13F +2,268 shares

    0.8% of the 13F portfolio, value $1,481,705.

    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 1,207 shares
    Change vs previous 13F +400 shares

    0.33% of the 13F portfolio, value $573,325.

    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 807 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $378,628.

    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).