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Disclosery

Whalen Wealth Management Inc.: TMO position timeline

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

Whalen Wealth Management Inc. held 609 TMO 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 609 shares
    Change vs previous 13F -129 shares

    0.18% of the 13F portfolio, value $411,105.

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

  2. period ended2026-06-30
    13F 738 shares
    Change vs previous 13F -642 shares

    0.17% of the 13F portfolio, value $370,004.

    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 1,380 shares
    Change vs previous 13F -1,343 shares

    0.36% of the 13F portfolio, value $678,311.

    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 2,723 shares
    Change vs previous 13F -666 shares

    0.85% of the 13F portfolio, value $1,577,842.

    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 3,389 shares
    Change vs previous 13F +2,469 shares

    0.96% of the 13F portfolio, value $1,643,733.

    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 920 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $373,023.

    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).