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Disclosery

Whalen Wealth Management Inc.: ZM position timeline

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

Whalen Wealth Management Inc. held 5,978 ZM 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 5,978 shares
    Change vs previous 13F +1,027 shares

    0.23% of the 13F portfolio, value $542,611.

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

  2. period ended2026-06-30
    13F 4,951 shares
    Change vs previous 13F -1,031 shares

    0.19% of the 13F portfolio, value $427,340.

    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 5,982 shares
    Change vs previous 13F +294 shares

    0.26% of the 13F portfolio, value $480,901.

    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 5,688 shares
    Change vs previous 13F -162 shares

    0.26% of the 13F portfolio, value $490,792.

    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 5,850 shares
    Change vs previous 13F +256 shares

    0.28% of the 13F portfolio, value $482,664.

    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 5,594 shares
    Change vs previous 13F +265 shares

    0.27% of the 13F portfolio, value $436,212.

    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 5,329 shares
    Change vs previous 13F +2,255 shares

    0.26% of the 13F portfolio, value $393,148.

    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 3,074 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $250,859.

    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).