Skip to content
Disclosery

Whalen Wealth Management Inc.: RL position timeline

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

Whalen Wealth Management Inc. held 2,586 RL 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 2,586 shares
    Change vs previous 13F +245 shares

    0.39% of the 13F portfolio, value $918,314.

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

  2. period ended2026-06-30
    13F 2,341 shares
    Change vs previous 13F +115 shares

    0.42% of the 13F portfolio, value $939,825.

    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 2,226 shares
    Change vs previous 13F +864 shares

    0.41% of the 13F portfolio, value $765,612.

    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 1,362 shares
    Change vs previous 13F -190 shares

    0.26% of the 13F portfolio, value $481,466.

    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 1,552 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $486,647.

    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).