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Disclosery

Whelan Financial: SCHW position timeline

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

Whelan Financial held 19,156 SCHW 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 19,156 shares
    Change vs previous 13F +1,326 shares

    0.48% of the 13F portfolio, value $1,767,537.

    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 17,830 shares
    Change vs previous 13F +1,223 shares

    0.52% of the 13F portfolio, value $1,675,638.

    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 16,607 shares
    Change vs previous 13F +2,600 shares

    0.52% of the 13F portfolio, value $1,659,171.

    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 14,007 shares
    Change vs previous 13F +6,226 shares

    0.42% of the 13F portfolio, value $1,337,229.

    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 7,781 shares
    Change vs previous 13F +1,875 shares

    0.26% of the 13F portfolio, value $709,933.

    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 5,906 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $462,334.

    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).