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Disclosery

Whelan Financial: VB position timeline

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

Whelan Financial held 129,593 VB 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 129,593 shares
    Change vs previous 13F +441 shares

    10.7% of the 13F portfolio, value $39,282,335.

    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 129,152 shares
    Change vs previous 13F -288 shares

    10.5% of the 13F portfolio, value $33,827,451.

    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 129,440 shares
    Change vs previous 13F -144 shares

    10.43% of the 13F portfolio, value $33,389,077.

    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 129,584 shares
    Change vs previous 13F -1,490 shares

    10.44% of the 13F portfolio, value $32,950,693.

    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 131,074 shares
    Change vs previous 13F +303 shares

    11.23% of the 13F portfolio, value $31,062,014.

    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 130,771 shares
    Change vs previous 13F -836 shares

    11.28% of the 13F portfolio, value $28,998,434.

    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 131,607 shares
    Change vs previous 13F -1,604 shares

    12.43% of the 13F portfolio, value $31,622,450.

    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 133,211 shares
    Change vs previous 13F not available

    13.01% of the 13F portfolio, value $31,598,994.

    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).