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Disclosery

Whalen Wealth Management Inc.: PWR position timeline

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

Whalen Wealth Management Inc. held 543 PWR 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 543 shares
    Change vs previous 13F -191 shares

    0.15% of the 13F portfolio, value $348,883.

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

  2. period ended2026-06-30
    13F 734 shares
    Change vs previous 13F +299 shares

    0.24% of the 13F portfolio, value $528,509.

    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 435 shares
    Change vs previous 13F +435 shares

    0.13% of the 13F portfolio, value $238,824.

    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 0 shares
    Change vs previous 13F -1,225 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 1,225 shares
    Change vs previous 13F +502 shares

    0.3% of the 13F portfolio, value $507,665.

    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 723 shares
    Change vs previous 13F -2,794 shares

    0.17% of the 13F portfolio, value $273,352.

    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 3,517 shares
    Change vs previous 13F +1,797 shares

    0.6% of the 13F portfolio, value $893,951.

    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 1,720 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $543,606.

    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).