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Disclosery

Whalen Wealth Management Inc.: MBB position timeline

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

Whalen Wealth Management Inc. held 3,431 MBB 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 3,431 shares
    Change vs previous 13F -25,539 shares

    0.13% of the 13F portfolio, value $307,469.

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

  2. period ended2026-06-30
    13F 28,970 shares
    Change vs previous 13F +399 shares

    1.23% of the 13F portfolio, value $2,738,284.

    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 28,571 shares
    Change vs previous 13F +7,885 shares

    1.45% of the 13F portfolio, value $2,712,790.

    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 20,686 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,969,766.

    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).