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Disclosery

Whalen Wealth Management Inc.: SHV position timeline

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

Whalen Wealth Management Inc. held 75,067 SHV 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 75,067 shares
    Change vs previous 13F -2,884 shares

    3.55% of the 13F portfolio, value $8,281,393.

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

  2. period ended2026-06-30
    13F 77,951 shares
    Change vs previous 13F -7,540 shares

    3.87% of the 13F portfolio, value $8,601,947.

    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 85,491 shares
    Change vs previous 13F -18,505 shares

    5.06% of the 13F portfolio, value $9,437,366.

    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 103,996 shares
    Change vs previous 13F -19,781 shares

    6.15% of the 13F portfolio, value $11,455,179.

    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 123,777 shares
    Change vs previous 13F +19,984 shares

    7.99% of the 13F portfolio, value $13,676,075.

    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 103,793 shares
    Change vs previous 13F +12,592 shares

    7.19% of the 13F portfolio, value $11,460,804.

    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 91,201 shares
    Change vs previous 13F -171,477 shares

    6.72% of the 13F portfolio, value $10,074,013.

    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 262,678 shares
    Change vs previous 13F not available

    20.04% of the 13F portfolio, value $28,923,438.

    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).