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Disclosery

Whalen Wealth Management Inc.: VOO position timeline

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

Whalen Wealth Management Inc. held 3,788 VOO 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 3,788 shares
    Change vs previous 13F +211 shares

    1.14% of the 13F portfolio, value $2,654,958.

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

  2. period ended2026-06-30
    13F 3,577 shares
    Change vs previous 13F +684 shares

    1.11% of the 13F portfolio, value $2,456,858.

    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 2,893 shares
    Change vs previous 13F +1,749 shares

    0.93% of the 13F portfolio, value $1,728,890.

    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 1,144 shares
    Change vs previous 13F +14 shares

    0.39% of the 13F portfolio, value $717,221.

    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 1,130 shares
    Change vs previous 13F -271 shares

    0.4% of the 13F portfolio, value $691,706.

    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 1,401 shares
    Change vs previous 13F +121 shares

    0.5% of the 13F portfolio, value $795,538.

    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 1,280 shares
    Change vs previous 13F -1,103 shares

    0.44% of the 13F portfolio, value $657,577.

    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 2,383 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,283,806.

    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).