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Disclosery

Whalen Wealth Management Inc.: PLTR position timeline

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

Whalen Wealth Management Inc. held 10,752 PLTR 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 10,752 shares
    Change vs previous 13F +424 shares

    0.86% of the 13F portfolio, value $2,011,071.

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

  2. period ended2026-06-30
    13F 10,328 shares
    Change vs previous 13F -1,451 shares

    0.54% of the 13F portfolio, value $1,205,012.

    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 11,779 shares
    Change vs previous 13F +2,960 shares

    0.92% of the 13F portfolio, value $1,722,961.

    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 8,819 shares
    Change vs previous 13F +7,485 shares

    0.84% of the 13F portfolio, value $1,567,618.

    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 1,334 shares
    Change vs previous 13F -375 shares

    0.14% of the 13F portfolio, value $243,279.

    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 1,709 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $232,933.

    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).