Skip to content
Disclosery

Whalen Wealth Management Inc.: VWOB position timeline

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

Whalen Wealth Management Inc. held 19,272 VWOB 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 19,272 shares
    Change vs previous 13F -6,262 shares

    0.52% of the 13F portfolio, value $1,216,631.

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

  2. period ended2026-06-30
    13F 25,534 shares
    Change vs previous 13F -185 shares

    0.77% of the 13F portfolio, value $1,716,933.

    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 25,719 shares
    Change vs previous 13F -10,118 shares

    0.91% of the 13F portfolio, value $1,689,462.

    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 35,837 shares
    Change vs previous 13F +943 shares

    1.3% of the 13F portfolio, value $2,416,485.

    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 34,894 shares
    Change vs previous 13F -186 shares

    1.36% of the 13F portfolio, value $2,334,406.

    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 35,080 shares
    Change vs previous 13F +3,888 shares

    1.44% of the 13F portfolio, value $2,292,474.

    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 31,192 shares
    Change vs previous 13F +14,561 shares

    1.34% of the 13F portfolio, value $2,002,513.

    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 16,631 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,050,220.

    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).