Whalen Wealth Management Inc.: SLQD position timeline

Whalen Wealth Management Inc. held 0 SLQD shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -117,930 shares

   13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-09-30

   13F 117,930 shares

   Change vs previous 13F +27,159 shares

   3.5% of the 13F portfolio, value $5,994,376.

   13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 90,771 shares

   Change vs previous 13F -7,574 shares

   2.88% of the 13F portfolio, value $4,592,105.

   13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 98,345 shares

   Change vs previous 13F +17,310 shares

   3.3% of the 13F portfolio, value $4,944,787.

   13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 81,035 shares

   Change vs previous 13F not available

   2.79% of the 13F portfolio, value $4,030,681.

   13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).