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Disclosery

Whalen Wealth Management Inc.: SGOV position timeline

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

Whalen Wealth Management Inc. held 12,931 SGOV 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 12,931 shares
    Change vs previous 13F -1,168 shares

    0.56% of the 13F portfolio, value $1,301,862.

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

  2. period ended2026-06-30
    13F 14,099 shares
    Change vs previous 13F +713 shares

    0.64% of the 13F portfolio, value $1,419,381.

    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 13,386 shares
    Change vs previous 13F +11,346 shares

    0.72% of the 13F portfolio, value $1,347,435.

    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 2,040 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $204,775.

    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 2,040 shares
    Change vs previous 13F -3,803 shares

    0.12% of the 13F portfolio, value $205,428.

    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 5,843 shares
    Change vs previous 13F -7 shares

    0.37% of the 13F portfolio, value $588,301.

    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 5,850 shares
    Change vs previous 13F +3,182 shares

    0.39% of the 13F portfolio, value $588,926.

    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 2,668 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $267,654.

    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).