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Disclosery

Whelan Financial: V position timeline

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

Whelan Financial held 3,637 V 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 3,637 shares
    Change vs previous 13F +79 shares

    0.34% of the 13F portfolio, value $1,247,780.

    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 3,558 shares
    Change vs previous 13F +211 shares

    0.33% of the 13F portfolio, value $1,075,441.

    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 3,347 shares
    Change vs previous 13F -142 shares

    0.37% of the 13F portfolio, value $1,173,769.

    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 3,489 shares
    Change vs previous 13F +919 shares

    0.38% of the 13F portfolio, value $1,190,978.

    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 2,570 shares
    Change vs previous 13F +523 shares

    0.33% of the 13F portfolio, value $912,327.

    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 2,047 shares
    Change vs previous 13F +806 shares

    0.28% of the 13F portfolio, value $717,556.

    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 1,241 shares
    Change vs previous 13F +420 shares

    0.15% of the 13F portfolio, value $392,321.

    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 821 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $225,825.

    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).