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Disclosery

Whelan Financial: IWY position timeline

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

Whelan Financial held 8,957 IWY 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 8,957 shares
    Change vs previous 13F -715 shares

    0.71% of the 13F portfolio, value $2,603,174.

    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 9,672 shares
    Change vs previous 13F -87 shares

    0.75% of the 13F portfolio, value $2,406,858.

    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 9,759 shares
    Change vs previous 13F -47 shares

    0.84% of the 13F portfolio, value $2,702,743.

    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 9,806 shares
    Change vs previous 13F -334 shares

    0.85% of the 13F portfolio, value $2,683,489.

    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 10,140 shares
    Change vs previous 13F +2,828 shares

    0.9% of the 13F portfolio, value $2,499,674.

    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 7,312 shares
    Change vs previous 13F -2 shares

    0.6% of the 13F portfolio, value $1,542,440.

    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 7,314 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,720,808.

    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 7,314 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,609,479.

    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).