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Disclosery

Whelan Financial: LOW position timeline

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

Whelan Financial held 10,195 LOW 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 10,195 shares
    Change vs previous 13F +399 shares

    0.61% of the 13F portfolio, value $2,247,894.

    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 9,796 shares
    Change vs previous 13F -550 shares

    0.72% of the 13F portfolio, value $2,314,593.

    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 10,346 shares
    Change vs previous 13F +706 shares

    0.78% of the 13F portfolio, value $2,495,105.

    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 9,640 shares
    Change vs previous 13F +1,540 shares

    0.77% of the 13F portfolio, value $2,422,714.

    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 8,100 shares
    Change vs previous 13F +428 shares

    0.65% of the 13F portfolio, value $1,797,246.

    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 7,672 shares
    Change vs previous 13F +1,117 shares

    0.7% of the 13F portfolio, value $1,789,250.

    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 6,555 shares
    Change vs previous 13F -669 shares

    0.64% of the 13F portfolio, value $1,617,783.

    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 7,224 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,956,545.

    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).