Skip to content
Disclosery

Whelan Financial: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whelan Financial on GEV, newest first. How the timeline and the estimate are built.

Whelan Financial held 343 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $402,461.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 342 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $298,925.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 489 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $319,848.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 447 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $275,014.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).