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Whalen Wealth Management Inc.: NBIX position timeline

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

Whalen Wealth Management Inc. held 3,706 NBIX 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 3,706 shares
    Change vs previous 13F -2,457 shares

    0.23% of the 13F portfolio, value $525,624.

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

  2. period ended2026-06-30
    13F 6,163 shares
    Change vs previous 13F -299 shares

    0.47% of the 13F portfolio, value $1,038,718.

    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 6,462 shares
    Change vs previous 13F +1,337 shares

    0.46% of the 13F portfolio, value $851,333.

    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 5,125 shares
    Change vs previous 13F +663 shares

    0.39% of the 13F portfolio, value $726,854.

    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 4,462 shares
    Change vs previous 13F +833 shares

    0.37% of the 13F portfolio, value $626,395.

    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 3,629 shares
    Change vs previous 13F +235 shares

    0.29% of the 13F portfolio, value $456,148.

    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 3,394 shares
    Change vs previous 13F +1,461 shares

    0.25% of the 13F portfolio, value $375,404.

    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 1,933 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $263,889.

    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).