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Disclosery

Whalen Wealth Management Inc.: V position timeline

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

Whalen Wealth Management Inc. held 7,206 V 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 7,206 shares
    Change vs previous 13F +221 shares

    1.11% of the 13F portfolio, value $2,589,385.

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

  2. period ended2026-06-30
    13F 6,985 shares
    Change vs previous 13F +2,981 shares

    1.08% of the 13F portfolio, value $2,396,576.

    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 4,004 shares
    Change vs previous 13F +75 shares

    0.65% of the 13F portfolio, value $1,210,216.

    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 3,929 shares
    Change vs previous 13F +2,395 shares

    0.74% of the 13F portfolio, value $1,377,833.

    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 1,534 shares
    Change vs previous 13F -2,968 shares

    0.31% of the 13F portfolio, value $523,741.

    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 4,502 shares
    Change vs previous 13F +3,501 shares

    1% of the 13F portfolio, value $1,598,504.

    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 1,001 shares
    Change vs previous 13F +225 shares

    0.23% of the 13F portfolio, value $350,947.

    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 776 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $245,365.

    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).