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Disclosery

Whalen Wealth Management Inc.: UAL position timeline

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

Whalen Wealth Management Inc. held 3,610 UAL 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 3,610 shares
    Change vs previous 13F -3,559 shares

    0.17% of the 13F portfolio, value $400,530.

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

  2. period ended2026-06-30
    13F 7,169 shares
    Change vs previous 13F -450 shares

    0.44% of the 13F portfolio, value $974,912.

    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 7,619 shares
    Change vs previous 13F +4,708 shares

    0.38% of the 13F portfolio, value $701,481.

    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 2,911 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $325,508.

    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).