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Disclosery

Whalen Wealth Management Inc.: VEA position timeline

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

Whalen Wealth Management Inc. held 8,247 VEA 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 8,247 shares
    Change vs previous 13F +182 shares

    0.25% of the 13F portfolio, value $582,316.

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

  2. period ended2026-06-30
    13F 8,065 shares
    Change vs previous 13F +1,710 shares

    0.26% of the 13F portfolio, value $574,613.

    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 6,355 shares
    Change vs previous 13F -938 shares

    0.22% of the 13F portfolio, value $407,237.

    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 7,293 shares
    Change vs previous 13F +175 shares

    0.24% of the 13F portfolio, value $455,625.

    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 7,118 shares
    Change vs previous 13F +36 shares

    0.25% of the 13F portfolio, value $426,487.

    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 7,082 shares
    Change vs previous 13F -975 shares

    0.25% of the 13F portfolio, value $403,720.

    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 8,057 shares
    Change vs previous 13F +665 shares

    0.27% of the 13F portfolio, value $409,542.

    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 7,392 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $353,469.

    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).