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Disclosery

Whalen Wealth Management Inc.: THC position timeline

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

Whalen Wealth Management Inc. held 2,147 THC 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 2,147 shares
    Change vs previous 13F -864 shares

    0.23% of the 13F portfolio, value $548,658.

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

  2. period ended2026-06-30
    13F 3,011 shares
    Change vs previous 13F +1,112 shares

    0.25% of the 13F portfolio, value $563,266.

    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 1,899 shares
    Change vs previous 13F -406 shares

    0.19% of the 13F portfolio, value $358,333.

    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 2,305 shares
    Change vs previous 13F -252 shares

    0.25% of the 13F portfolio, value $458,028.

    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 2,557 shares
    Change vs previous 13F -90 shares

    0.3% of the 13F portfolio, value $519,177.

    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 2,647 shares
    Change vs previous 13F -545 shares

    0.29% of the 13F portfolio, value $465,877.

    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 3,192 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $429,308.

    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).