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Disclosery

Whelan Financial: IOO position timeline

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

Whelan Financial held 48,575 IOO 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 48,575 shares
    Change vs previous 13F +4,124 shares

    1.81% of the 13F portfolio, value $6,635,315.

    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 44,451 shares
    Change vs previous 13F +3,548 shares

    1.67% of the 13F portfolio, value $5,377,209.

    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 40,903 shares
    Change vs previous 13F +3,519 shares

    1.62% of the 13F portfolio, value $5,181,154.

    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 37,384 shares
    Change vs previous 13F -87 shares

    1.42% of the 13F portfolio, value $4,486,421.

    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 37,471 shares
    Change vs previous 13F -8,096 shares

    1.46% of the 13F portfolio, value $4,039,719.

    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 45,567 shares
    Change vs previous 13F -15 shares

    1.71% of the 13F portfolio, value $4,387,651.

    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 45,582 shares
    Change vs previous 13F +1,096 shares

    1.81% of the 13F portfolio, value $4,593,303.

    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 44,486 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,411,231.

    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).