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Disclosery

Whalen Wealth Management Inc.: MMSI position timeline

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

Whalen Wealth Management Inc. held 0 MMSI 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 0 shares
    Change vs previous 13F -8,238 shares

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

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

  2. period ended2026-06-30
    13F 8,238 shares
    Change vs previous 13F +2,374 shares

    0.26% of the 13F portfolio, value $571,215.

    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 5,864 shares
    Change vs previous 13F +214 shares

    0.22% of the 13F portfolio, value $404,222.

    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 5,650 shares
    Change vs previous 13F +349 shares

    0.27% of the 13F portfolio, value $498,013.

    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 5,301 shares
    Change vs previous 13F +546 shares

    0.26% of the 13F portfolio, value $441,172.

    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 4,755 shares
    Change vs previous 13F +856 shares

    0.28% of the 13F portfolio, value $444,534.

    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 3,899 shares
    Change vs previous 13F +1,344 shares

    0.27% of the 13F portfolio, value $412,198.

    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 2,555 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $247,087.

    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).