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Disclosery

Whalen Wealth Management Inc.: SPY position timeline

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

Whalen Wealth Management Inc. held 3,070 SPY 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 3,070 shares
    Change vs previous 13F +1,390 shares

    1% of the 13F portfolio, value $2,341,226.

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

  2. period ended2026-06-30
    13F 1,680 shares
    Change vs previous 13F -7 shares

    0.56% of the 13F portfolio, value $1,254,886.

    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 1,687 shares
    Change vs previous 13F -113 shares

    0.59% of the 13F portfolio, value $1,097,218.

    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 1,800 shares
    Change vs previous 13F -32 shares

    0.66% of the 13F portfolio, value $1,227,634.

    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 1,832 shares
    Change vs previous 13F -660 shares

    0.71% of the 13F portfolio, value $1,220,556.

    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 2,492 shares
    Change vs previous 13F -218 shares

    0.97% of the 13F portfolio, value $1,539,469.

    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 2,710 shares
    Change vs previous 13F +1,051 shares

    1.01% of the 13F portfolio, value $1,516,139.

    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 1,659 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $972,571.

    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).