Skip to content
Disclosery

Whelan Financial: GOOG position timeline

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

Whelan Financial held 13,454 GOOG 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 13,454 shares
    Change vs previous 13F +12 shares

    1.29% of the 13F portfolio, value $4,753,552.

    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 13,442 shares
    Change vs previous 13F +543 shares

    1.2% of the 13F portfolio, value $3,855,897.

    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 12,899 shares
    Change vs previous 13F +1,740 shares

    1.26% of the 13F portfolio, value $4,047,804.

    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 11,159 shares
    Change vs previous 13F +1,824 shares

    0.86% of the 13F portfolio, value $2,717,803.

    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).

  5. period ended2025-06-30
    13F 9,335 shares
    Change vs previous 13F +1,541 shares

    0.6% of the 13F portfolio, value $1,655,908.

    13F-HR 0001894921-25-000003 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).

  6. period ended2025-03-31
    13F 7,794 shares
    Change vs previous 13F +3,692 shares

    0.47% of the 13F portfolio, value $1,217,591.

    13F-HR 0001894921-25-000002 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).

  7. period ended2024-12-31
    13F 4,102 shares
    Change vs previous 13F +892 shares

    0.31% of the 13F portfolio, value $781,244.

    13F-HR 0001894921-25-000001 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).

  8. period ended2024-09-30
    13F 3,210 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $536,706.

    13F-HR 0001894921-24-000005 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).