Skip to content
Disclosery

Whalen Wealth Management Inc.: NVDA position timeline

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

Whalen Wealth Management Inc. held 46,638 NVDA 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 46,638 shares
    Change vs previous 13F +3,591 shares

    4.56% of the 13F portfolio, value $10,651,092.

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

  2. period ended2026-06-30
    13F 43,047 shares
    Change vs previous 13F -4,368 shares

    3.88% of the 13F portfolio, value $8,613,230.

    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 47,415 shares
    Change vs previous 13F +7,985 shares

    4.43% of the 13F portfolio, value $8,269,176.

    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 39,430 shares
    Change vs previous 13F +2,940 shares

    3.95% of the 13F portfolio, value $7,353,699.

    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 36,490 shares
    Change vs previous 13F +6,162 shares

    3.98% of the 13F portfolio, value $6,808,393.

    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 30,328 shares
    Change vs previous 13F -12,488 shares

    3.01% of the 13F portfolio, value $4,791,537.

    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 42,816 shares
    Change vs previous 13F +6,172 shares

    3.1% of the 13F portfolio, value $4,640,414.

    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 36,644 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $4,920,902.

    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).