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Disclosery

Whalen Wealth Management Inc.: TDY position timeline

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

Whalen Wealth Management Inc. held 499 TDY 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 499 shares
    Change vs previous 13F -303 shares

    0.13% of the 13F portfolio, value $302,798.

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

  2. period ended2026-06-30
    13F 802 shares
    Change vs previous 13F +463 shares

    0.24% of the 13F portfolio, value $534,854.

    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 339 shares
    Change vs previous 13F -520 shares

    0.11% of the 13F portfolio, value $205,098.

    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 859 shares
    Change vs previous 13F +278 shares

    0.24% of the 13F portfolio, value $438,717.

    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 581 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $340,489.

    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).