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Disclosery

Whalen Wealth Management Inc.: TIP position timeline

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

Whalen Wealth Management Inc. held 21,119 TIP 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 21,119 shares
    Change vs previous 13F +2,766 shares

    0.94% of the 13F portfolio, value $2,197,179.

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

  2. period ended2026-06-30
    13F 18,353 shares
    Change vs previous 13F +1,850 shares

    0.9% of the 13F portfolio, value $2,008,384.

    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 16,503 shares
    Change vs previous 13F +1,445 shares

    0.98% of the 13F portfolio, value $1,821,296.

    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 15,058 shares
    Change vs previous 13F +1,525 shares

    0.89% of the 13F portfolio, value $1,655,050.

    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 13,533 shares
    Change vs previous 13F +489 shares

    0.88% of the 13F portfolio, value $1,505,179.

    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 13,044 shares
    Change vs previous 13F +6,583 shares

    0.9% of the 13F portfolio, value $1,435,322.

    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 6,461 shares
    Change vs previous 13F +3,137 shares

    0.48% of the 13F portfolio, value $717,745.

    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 3,324 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $354,167.

    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).