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Disclosery

Whelan Financial: META position timeline

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

Whelan Financial held 6,393 META 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 6,393 shares
    Change vs previous 13F +123 shares

    0.98% of the 13F portfolio, value $3,600,856.

    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 6,270 shares
    Change vs previous 13F +388 shares

    1.11% of the 13F portfolio, value $3,587,257.

    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 5,882 shares
    Change vs previous 13F +214 shares

    1.21% of the 13F portfolio, value $3,882,356.

    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 5,668 shares
    Change vs previous 13F +2,116 shares

    1.32% of the 13F portfolio, value $4,162,695.

    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 3,552 shares
    Change vs previous 13F +233 shares

    0.95% of the 13F portfolio, value $2,622,003.

    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 3,319 shares
    Change vs previous 13F +388 shares

    0.74% of the 13F portfolio, value $1,913,104.

    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 2,931 shares
    Change vs previous 13F +508 shares

    0.67% of the 13F portfolio, value $1,716,280.

    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 2,423 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,387,095.

    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).