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Whalen Wealth Management Inc.: PODD position timeline

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

Whalen Wealth Management Inc. held 3,897 PODD 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 3,897 shares
    Change vs previous 13F +341 shares

    0.22% of the 13F portfolio, value $508,464.

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

  2. period ended2026-06-30
    13F 3,556 shares
    Change vs previous 13F +1,735 shares

    0.24% of the 13F portfolio, value $541,437.

    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 1,821 shares
    Change vs previous 13F +272 shares

    0.2% of the 13F portfolio, value $382,156.

    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 1,549 shares
    Change vs previous 13F +159 shares

    0.24% of the 13F portfolio, value $440,249.

    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 1,390 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $429,263.

    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 1,390 shares
    Change vs previous 13F -1,789 shares

    0.27% of the 13F portfolio, value $436,556.

    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 3,179 shares
    Change vs previous 13F +2,193 shares

    0.56% of the 13F portfolio, value $834,795.

    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 986 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $257,310.

    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).