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Disclosery

Whalen Wealth Management Inc.: MSFT position timeline

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

Whalen Wealth Management Inc. held 9,095 MSFT 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 9,095 shares
    Change vs previous 13F -1,262 shares

    2% of the 13F portfolio, value $4,664,998.

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

  2. period ended2026-06-30
    13F 10,357 shares
    Change vs previous 13F -2,493 shares

    1.74% of the 13F portfolio, value $3,863,319.

    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 12,850 shares
    Change vs previous 13F +1,732 shares

    2.55% of the 13F portfolio, value $4,756,527.

    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 11,118 shares
    Change vs previous 13F +1,830 shares

    2.89% of the 13F portfolio, value $5,376,981.

    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 9,288 shares
    Change vs previous 13F +4,794 shares

    2.81% of the 13F portfolio, value $4,810,918.

    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 4,494 shares
    Change vs previous 13F +1,907 shares

    1.4% of the 13F portfolio, value $2,235,387.

    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 2,587 shares
    Change vs previous 13F -4,907 shares

    0.65% of the 13F portfolio, value $971,269.

    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 7,494 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,158,839.

    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).