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Disclosery

Whalen Wealth Management Inc.: SLB position timeline

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

Whalen Wealth Management Inc. held 0 SLB shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -17,215 shares

    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).

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

  2. period ended2025-06-30
    13F 17,215 shares
    Change vs previous 13F +3,677 shares

    0.37% of the 13F portfolio, value $581,867.

    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).

  3. period ended2025-03-31
    13F 13,538 shares
    Change vs previous 13F +3,705 shares

    0.38% of the 13F portfolio, value $565,888.

    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).

  4. period ended2024-12-31
    13F 9,833 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $376,997.

    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).