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Disclosery

Whalen Wealth Management Inc.: META position timeline

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

Whalen Wealth Management Inc. held 7,737 META 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 7,737 shares
    Change vs previous 13F -72 shares

    2.4% of the 13F portfolio, value $5,610,472.

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

  2. period ended2026-06-30
    13F 7,809 shares
    Change vs previous 13F +1,323 shares

    1.98% of the 13F portfolio, value $4,398,971.

    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 6,486 shares
    Change vs previous 13F -804 shares

    1.99% of the 13F portfolio, value $3,710,967.

    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 7,290 shares
    Change vs previous 13F +1,328 shares

    2.58% of the 13F portfolio, value $4,812,164.

    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 5,962 shares
    Change vs previous 13F +1,685 shares

    2.56% of the 13F portfolio, value $4,378,194.

    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 4,277 shares
    Change vs previous 13F -311 shares

    1.98% of the 13F portfolio, value $3,156,558.

    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).

  7. period ended2025-03-31
    13F 4,588 shares
    Change vs previous 13F -1,060 shares

    1.76% of the 13F portfolio, value $2,644,143.

    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).

  8. period ended2024-12-31
    13F 5,648 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,307,176.

    13F-HR 0001667731-25-000051 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).