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Whalen Wealth Management Inc.: VTEB position timeline

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

Whalen Wealth Management Inc. held 7,529 VTEB 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 7,529 shares
    Change vs previous 13F +1,034 shares

    0.15% of the 13F portfolio, value $356,555.

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

  2. period ended2026-06-30
    13F 6,495 shares
    Change vs previous 13F +768 shares

    0.15% of the 13F portfolio, value $328,507.

    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 5,727 shares
    Change vs previous 13F -172 shares

    0.15% of the 13F portfolio, value $285,702.

    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 5,899 shares
    Change vs previous 13F +128 shares

    0.16% of the 13F portfolio, value $296,648.

    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 5,771 shares
    Change vs previous 13F +246 shares

    0.17% of the 13F portfolio, value $288,954.

    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 5,525 shares
    Change vs previous 13F +129 shares

    0.17% of the 13F portfolio, value $270,883.

    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 5,396 shares
    Change vs previous 13F +451 shares

    0.18% of the 13F portfolio, value $267,768.

    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 4,945 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $247,882.

    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).